|19||Years with Firm|
|94||Advisor Satisfaction Score|
Florida, South Alabama
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
- Operate with independence, knowing that support is available when needed
- Understand how to effectively operate as a CEO of your practice
- Share best practices and provide coaching to help you achieve success
- Ameriprise Outstanding Leader Award, 2013, 2014 and 2017
- CFP® certification, 2007
- Ameriprise Community Impact Award nominee, 2013
- Spending time with family
- Avid triathlete and runner
- Involved with Humane Society of Broward County and Chase Kowalski Memorial Fund
Local leadership team
Karen provides administrative and operational support, and also coordinates meetings, training and seminars. Karen 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, Connor works with advisors to create a systematic process for their practice. Connor 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.
For advisors interested in growing their client acquisition business and improving their marketing strategies, Emily coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Emily 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.
For advisors interested in growing their financial planning business, Jordan works with advisors to create a systematic process for their practice. Jordan 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.
Sabrina 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. Sabrina is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Allison specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.
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.
Advisor Satisfaction Score
The Advisor Satisfaction Score is the score on a scale of 1 (worst) to 5 (best) that a client with access to the Ameriprise Financial secure site may give his or her advisor at any time. The scores are averaged on a rolling 24-month period.
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.