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.
Minneapolis and St. Paul metro area and surrounding suburbs, as well as Hudson and River Falls, Wisconsin
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 as needed
- Understand how to effectively operate as a CEO of your practice
My Leadership Team
Jeremy is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Manager, Franchise Recruiting and Engagement
Meghan 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. She also works with new advisors joining our firm to guide them through a successful transition and onboard process. Meghan is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Regional Sales Director
Adrian 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, Maia 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. To do this, Maia will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.
Field Engagement Coordinator
Lisa provides administrative and operational support, and also coordinates meetings, training and seminars. Lisa is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Jack works with advisors to create a systematic process for their practice. Jack 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.
Deb helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.