|18||Years with Firm|
|98||Territory Retention Rate|
Minnesota, North Dakota, South Dakota, Nebraska, and Central & Western Iowa
How I work to support your success
I am responsible for ensuring that advisors have access to resources to run and grow their practices. By combining the vision you establish for your practice, support from my team, and resources from Ameriprise, you'll have the opportunity to grow your practice the way you want. I also specialize in helping advisors build their teams through practice acquisition or adding team members.
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
- Understand how to effectively operate as a CEO of your practice
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
- Ameriprise Outstanding Leader Award 2009 & 2014
- Spending time with my family
Local leadership team
Leisa 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, Leisa works with advisors on strategies to move up market and go deep with their best clients.
For advisors interested in growing their client acquisition business and improving their marketing strategies, Ryan coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Ryan 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.
Mike 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. Mike 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, Anna works with advisors to create a systematic process for your practice. Anna 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.
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.