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.
Gulf Lakes Region: Indianapolis, Kentucky, Michigan, Minnesota, Texas, Wisconsin
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Gulf Lakes 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, 2015
- Spending time with family
- Cross Fit, swimming, sports
My Leadership Team
Phyllis provides administrative and operational support, and also coordinates meetings, training and seminars. Phyllis is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Josh Corroy, CFP®
Regional Director of Operations
Josh 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.
Complex Director, Detroit
Mark 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.
Complex Director, Dallas/Houston
Blake 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.
Regional Sales Director
Jon 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
For advisors interested in growing their client acquisition business and improving their marketing strategies, Tony 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, Tony 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.