|28||Years with Firm|
|95||Territory Retention Rate|
Chicagoland, Central Illinois, Indiana, Southwestern Michigan, and Dayton, 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
- Operate with independence, knowing that support is available when needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
- 18 years experience as a servicing advisor
- Franchise owner; transferred practice of 400 clients and 6 staff members in 2008
- Outstanding Leader Award — 2017
- Circle of Success Honoree — 2009 and 2017
- Ameriprise National Franchise Advisory Council Chairman — 2008
- Gold Coast Condominium Association - treasurer
- Member, University Club of Chicago
- Bear Necessities Pediatric Cancer Foundation supporter
- Family, friends, and travel
Local leadership team
For advisors interested in growing their client acquisition business and improving their marketing strategies, Jenna coaches advisors on how to incorporate a systematic marketing process within their practice. Jenna helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Jenna 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.
Mitch works closely with successful teams in Chicago, IL and NW Indiana 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 partners with new advisors joining our firm to guide them through a successful transition and onboard process. Mitch 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, Eric works with advisors to create a systematic process for your practice. Eric 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.
Megan provides administrative and operational support, and also coordinates meetings, training and seminars. Megan 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, Jeff works with advisors to create a systematic process for your practice. Jeff 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.
Meghan specializes in helping advisors drive growth 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.
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.