Years with Firm See more information
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
Years of Experience See more information
Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.
New York Metro and Eastern Pennsylvania
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:
- Transition your practice, providing customized support and best practices
- Grow your practice when and how you want to
- Operate with independence, knowing that support is available when needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Recipient of Ameriprise Outstanding Leader award, 2011 and 2017
- Consistently achieved 95%+ advisor retention during nine years as field leader
- Successful transition of more than 70 new advisors to Ameriprise from 2008 to 2016
- Charitable organizations: Philabundance, American Cancer Society, and Lustgarten Foundation
- Alumni associations: LaSalle University, Temple University and Seton Hall University
My Leadership Team
Jason is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Clay is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Manager, Franchise Recruiting and Engagement
Stacia 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. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Stacia is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Debi Biekkola, CFP®
Senior Regional Sales Director
Debi specializes in helping advisors drive practice results 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.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Travis 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. To do this, Travis will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.
Field Engagement Coordinator
Ashley provides administrative and operational support, and also coordinates meetings, training and seminars. Ashley is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Anita Karnatz, CRPC®
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Anita works with advisors to create a systematic process for their practice. Anita 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.
Bill Baker, ChFC®
Bill helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.