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Tricia Kaye

Tricia Kaye

Franchise Field Vice President
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2723 South State Street, Suite 150
Ann Arbor, MI 48104
Tricia Kaye, Field Vice President | Ameriprise Financial
Learn how Tricia Kaye, Field Vice President at Ameriprise Financial, helps financial advisors in Michigan and Northwestern Ohio manage and grow their practices.
12 Years of Experience
 

My territory

Michigan and Northwestern 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
  • Optimize practice efficiencies to drive improved margins
  • Drive practice value or equity
  • Leverage a broad array of products and services to best suit your practice and clients' needs

Career highlights

  • 2011 Ameriprise Outstanding Leader Award
  • Worked on several national committees, including Experienced Advisor onboarding and ramp up and building advisor teams

Other interests

  • I am an avid runner and have completed 6 marathons
  • My partner, Ellen, and I have a four-year old daughter, Lucy

Local leadership team

Eric Martzahl
Lead Regional Financial Advice Sales Consultant
Responsibilities

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.

David Mendelsohn
Manager, Franchise Recruiting and Engagement
Responsibilities

Dave 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. He also partners with new advisors joining our firm to guide them through a successful transition and onboard process. Dave is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

Christel Ingles
Christel Ingles
Regional Sales Manager
Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Christel 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, Christel 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.

Chris Moen
Recruiting Director
Responsibilities

Chris is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

Jeff Daugherty
Support Regional Financial Advice Sales Consultant
Responsibilities

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.

Trisha Struck
Senior Territory Coordinator
Responsibilities

Trisha provides administrative and operational support, and also coordinates meetings, training and seminars. Trisha is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

Meghan Villanueva
Regional Sales Director
Responsibilities

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.

Kyle Wedin
Installation Manager
Responsibilities

Kyle helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.

Years of Experience

Prior to October 26, 2017, Years of Experience included time as an advisor with any firm, as well as time as an employee or business owner in the financial services industry. Any number entered after October 26, 2017 is required to represent the number of years since the advisor first became licensed to sell securities.

Advisor Retention Rate

Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous 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.