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Bill Cupach

Senior Franchise Field Vice President
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2035 Crocker Road, Ste. 201
Westlake, OH 44012
Bill Cupach, Field Vice President | Ameriprise Financial
Learn how Bill Cupach, Field Vice President at Ameriprise Financial, helps financial advisors in Eastern Ohio, Western Pennsylvania and West Virginia manage and grow their practices.
13 Years of Experience
 
91 Territory Retention Rate
 

My territory

Eastern & Central Ohio, Western Pennsylvania and West Virginia

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
  • Optimize practice efficiencies to drive improved margins
  • 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

Other interests

  • Spending time with my daughters
  • Golf
  • Avid baseball fan (Cleveland Indians and St. Louis Cardinals)

Local leadership team

Mary Kay Armeni
Senior Territory Coordinator
Responsibilities

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

Robin Brand
Installation Manager
Responsibilities

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

Mike Greenberg
Regional Sales Director
Responsibilities

Mike 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.

McKenzie Kirkland
McKenzie Kirkland
Regional Sales Manager
Responsibilities

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

 

Aaron Bonnema
Aaron Bonnema
Support Regional Financial Advice Sales Consultant
Responsibilities

For advisors interested in growing their financial planning business, Aaron works with advisors to create a systematic process for your practice. Aaron 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.

Pheng Vang, CFP®, BFA
Lead Regional Financial Advice Sales Consultant
Responsibilities

For advisors interested in growing their financial planning business, Pheng works with advisors to create a systematic process for your practice. Pheng 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.

Erin Castaneda
Erin Castaneda
Manager, Franchise Recruiting and Engagement
Responsibilities

Erin 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. Erin is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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.