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.
Southern States Region: North Carolina, South Carolina, Georgia, Alabama, Louisiana, Florida
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Southern States Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.
- Ameriprise Outstanding Leader Award 2019
- Top Performing Region Vice President since 2004
- Top Performing advisor for 8 years
- Top Performing Branch Manager for 11 years
- Sports: Golf, Philadelphia Sports Teams, City of Fort Lauderdale—volunteer coach youth sports, Rutgers Soccer Alumni
- Juvenile Diabetes Research Foundation, board member - NJ and FL
- Junior Achievement, board member and volunteer speaker - FL and NJ
- New Jersey Minority Economic Development, advisor
My Leadership Team
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.
Sr. Regional Director of Operations
Annette creates and executes strategies that facilitate achievement of overall growth and the Region plan. Responsibilities include: strategic business planning and financial management; both direct and influential leadership of advisors, leaders, and staff across the region branch offices; and human resource leadership.
Dylana Hopler, CFP®, CRPC®
Complex Director, Central Florida
Dylana is responsible for ensuring that advisors have access to resources to run and grow their practice. She accomplishes this by combining the vision you establish for your practice with the support from her team and resources from Ameriprise.
Daniel Landrau, CFP®, CRPC®, CLTC®
Complex Director, South Florida
Daniel is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.
Wesley Lacey, CFP®
Regional Sales Director
Wes specializes in helping advisors drive practice results 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.
Regional Sales Manager
Marcus specializes in helping advisors drive practice results 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.
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Jon works with advisors to create a systematic process for their practice. Jon 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.