|12||Years of Experience|
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
- 2011 Ameriprise Outstanding Leader Award
- Worked on several national committees, including Experienced Advisor onboarding and ramp up and building advisor teams
- 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
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.
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.
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.
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 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 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 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.