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.
Territory Retention Rate See more information
Territory retention rate represents the percentage of financial advisors in the Field Vice President's territory who remained with Ameriprise Financial, during the previous calendar year.
Alabama, Georgia, Louisiana, Mississippi, 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
- Ameriprise Circle of Success, 2008
- Ameriprise Outstanding Leader Award, 2014 and 2019
- Family movie nights
- Softball with the children
- Staying active: snow skiing, softball, golf, etc.
My Leadership Team
Matt is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Associate Recruiting Director
Ryan is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Kevin Sevlie, CFP®, RICP®, APMA®
Senior Manager, Franchise Recruiting and Engagement
Kevin 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. Kevin is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Field Engagement Coordinator
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.
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Eduardo works with advisors to create a systematic process for their practice. Eduardo 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.
Sr. Field Lead - Adoption, Readiness and Change
Sarab helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.