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.
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.
Michigan and Northwestern Ohio
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:
- Help you grow your practice in a manner that works best for you
- Optimize practice efficiencies to drive improved margins
- Drive practice value or equity
- Leverage a broad array of products and services to best suit your practice and clients' needs
- 2020 Ameriprise Outstanding Leader Award
- Worked on several national committees, including Experienced Advisor onboarding and ramp up and building advisor teams
- I am an avid runner and have completed 6 marathons
- My partner, Ellen, and I have an nine-year-old daughter, Lucy
My Leadership Team
Chris is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
David Mendelsohn, CRPC®
Senior Manager, Franchise Recruiting and Engagement
Dave 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. Dave is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Adam specializes in helping advisors drive growth 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.
Franchise Engagement Coordinator
Trisha provides day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. Act as relationship manager for select advisors and operation personnel in territory to connect with corporate resourcing and programing.
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Joel works with advisors to create a systematic process for their practice. Joel 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.
Senior Field Manager – Adoption, Readiness and Change
Kyle helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.