|28||Years with Firm|
Wyoming, Colorado, Kansas, Oklahoma, Arkansas, and Northern Missouri
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
- Help you grow your practice in a manner that works best for you
- Operate with independence, knowing that support is available when needed
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
- MSFS degree from American College, Bryn Mawr, PA
- Community involvement and supporting local Boys and Girls Club of Metro Tulsa
Local leadership team
Dani 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. Dani 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, Anna 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, Anna 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, 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.
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.
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.
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.
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.