|30||Years with Firm|
|97||Territory Retention Rate|
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
- Drive practice value or equity
- Understand how to effectively operate as a CEO of your practice
- Provide coaching and mentoring to both independent and employee advisors in Hawaii (2005-present)
- Selected and developed new advisors in Seattle/Bellevue and greater area of WA (2002-2005)
- Personal practice in Hawaii, Virginia and Washington states (1986-2001)
- Past Board member — Junior Achievement of Hawaii
- Past Chairman of the Board (2012) and past President (2011) FPA of Hawaii
- Travel, dance, and spending time with family
Local leadership team
Kim provides administrative and operational support, and also coordinates meetings, training and seminars. Kim 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 your 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.
Leslie 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 partners with new advisors joining our firm to guide them through a successful transition and onboard process. Leslie 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 client acquisition business and improving their marketing strategies, Abbey 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, Abbey 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, Chuk works with advisors to create a systematic process for your 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.
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.