My territory
Tennessee, Kentucky, Ohio, and So. Indiana
How I work to support your success
My role is to ensure advisors have the resources they need to run and grow their practice. By aligning your vision for your business with the support from my team and the resources available through Ameriprise, you’ll be positioned for growth, equity ownership, and long-term success.
Meet the team here that can help take your practice to the next level.
Together, we will:
- Facilitate a smooth transition for your practice with tailored support and proven best practices
- Enhance operational efficiency to improve margins and profitability
- Empower your independence while providing support whenever needed
- Leverage a comprehensive suite of products and services to meet the unique needs of your practice and clients
Responsibilities
Dan 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. Dan is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Adam specializes in helping advisors drive growth through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he 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, Tim 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, Tim 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
Jessica provides day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. She is a relationship manager for select advisors and operation personnel in territory to connect with corporate resourcing and programing.
Responsibilities
I help financial advisors enhance their wealth management practices by delivering customized managed account and capital markets solutions, along with strategic consulting to drive business growth, improve efficiency, and better serve clients.
Responsibilities
I help financial advisors deliver comprehensive banking and cash management solutions that support their clients’ financial goals. Passionate about building strong relationships and solving complex needs, I work closely with advisors to provide tailored strategies that enhance the client experience and create lasting value.
Responsibilities
I help financial advisors navigate complex retirement planning needs by delivering tailored strategies that support client goals and strengthen advisor relationships. My focus is on creating better retirement outcomes and lasting value for clients.