My Territory
Connecticut, Rhode Island, Western Massachusetts, Upstate New York and Vermont
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
- Help you grow your practice in a manner that works best for you
- Operate with independence, knowing that support is available when needed
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
Career highlights
- 26 years with the firm
- Outstanding Leader Award 2018 and 2019
- Chairman's Award 2019
Other interests
- Supporter of St. Jude's Children's Research Hospital
- Loves professional football, watching and going to the games with his three children
Responsibilities
Tim is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Responsibilities
Jason 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. Jason is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Responsibilities
Dan 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, Theresa coaches advisors on how to incorporate a systematic marketing process within their practice. She 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, Theresa works with advisors to create a systematic process for their practice. She 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
Debbie provides administrative and operational support, and also coordinates meetings, training and seminars. Debbie is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.