My territory
Louisiana, Mississippi, Alabama, Georgia and South Carolina
How I work to support your success
I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.
My team and I will work with you to:
- Optimize practice efficiencies to help drive improved margins
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
Career Highlight:
- Outstanding Leader Award Recipient 2025
Other Interests:
- Quality time with my wife and three children
- Spending time staying active in the outdoors
- Learning new ideas by reading and listening to podcasts
Responsibilities
Derek works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. He also works with new advisors joining our firm to guide them through a successful transition and onboard process. Derek is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Emily specializes in helping advisors drive growth through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Ashton coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media.
For advisors interested in growing their financial planning business, Ashton works with advisors to create a systematic process for their practice. He helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
Responsibilities
Julie provides day-to-day coordination and support for territory initiatives and projects to ensure key tasks and deadlines are met. Julie acts as a relationship manager for select advisors and operations personnel within the territory to connect with corporate resourcing and programs.