Welcome

As Complex Director for Ameriprise Financial’s Ohio Complex, my role is simple in purpose but broad in impact: to help advisors succeed at every stage of their career.

With the strength and stability of Ameriprise behind us—and a highly experienced leadership and support team alongside you—we are dedicated to helping advisors deliver outstanding value to their clients while building practices that support long‑term professional and personal success.

My Territory

The Ohio Complex spans a diverse and growing region, supporting advisors and clients across:

• Dublin
• Cleveland
• Cincinnati
• Dayton
• Toledo
• Akron
• Pittsburgh & Altoona, Pennsylvania
• Charleston, West Virginia

Together, we support 80 advisors and more than 30 dedicated support staff across eight branches in and around Central Ohio and neighboring markets.

Our complex consistently demonstrates some of the highest advisor growth rates in the country and best‑in‑class client satisfaction, reflecting both the quality of our advisors and the strength of the platform that supports them.

How We Support Your Success

Our mission is to help you build a practice that works for you—your clients, your goals, and your life.

Advisor Growth & Practice Support

We partner with advisors to deliver:

• Marketing support to help attract, engage, and retain clients
• Training and coaching tailored to your experience and growth objectives
• Practice acquisition support to expand through strategic opportunities
• Succession planning programs designed to protect client relationships and legacy

Transition & Ongoing Support

My team and I work closely with advisors during transitions—whether you are joining Ameriprise or evolving your practice—by providing:

• Proven transition best practices
• Dedicated customer support
• Hands-on guidance to ensure continuity for your clients and confidence for you

Ameriprise leads the industry with the highest conversion percentage in the employee channel, a testament to the strength of our culture, systems, and support model.

Tools, Technology, and Flexibility

We help you run your practice efficiently and confidently by providing:

• A broad array of products designed to meet diverse client needs
• Best‑in‑class tools and technology that drive efficiency and productivity
• Integrated platforms that allow you to spend more time with clients—and more time with family

Our goal is to remove complexity so you can focus on what matters most: advice, relationships, and results.

Career Highlights

I bring 33 years of experience in sales leadership and financial services, including the privilege of:

• Running several large regional broker-dealers
• Recruiting, training, and leading hundreds of advisors
• Helping advisors grow sustainable, client‑focused practices across multiple markets

At Ameriprise, I’ve found the combination of technology, platforms, products, and support to be unmatched—and uniquely designed to leverage my experience in helping advisors build, grow, and protect their practices while delivering exceptional client outcomes

Beyond the Business

Outside of my professional role, I value balance and community.

I enjoy spending time with my family, traveling, boating, and giving back through community involvement. These interests reflect the same values I bring to my work: long‑term thinking, meaningful relationships, and a commitment to making a positive impact.

Let’s Build What’s Next

Whether you are growing your practice, planning for the future, or considering a transition, my team and I are here to support you every step of the way.

Your success is our priority.