|31||Years with Firm|
|97||Territory Retention Rate|
Arizona, Nevada, Northern and Central California
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
- Operate with independence, knowing that support is available when needed
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
- Ran my own independent advisor practice for over a decade
- Received Ameriprise Outstanding Leader Award in 2011
- Family - two sons Ryan and Chris
- Family travel, golf, and boating
Local leadership team
Toni provides administrative and operational support, and also coordinates meetings, training and seminars. Toni is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
For advisors interested in growing their financial planning business, Kyle works with advisors to create a systematic process for their practice. Kyle 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.
Jason 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.
For advisors interested in growing their client acquisition business and improving their marketing strategies, David 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, David 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.
Monica 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. Monica is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
For advisors interested in growing their financial planning business, Chuk works with advisors to create a systematic process for their practice. Chuk 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.
Years with Firm
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
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.