Texas and New Mexico
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
- Operate with independence, knowing that support is available when needed
- Leverage a broad array of products and services to best suit your practice and clients' needs
- Understand how to effectively operate as a CEO of your practice
- History of business ownership, having owned a number of them
- US Army Veteran
- Family, martial arts, traveling, going to movies, entertaining friends and debating
- Buying, building and running businesses
- Community involvement with charities that help develop the next generation
- NAIFA and FPA
Local leadership team
For advisors interested in growing their financial planning business, Shaun works with advisors to create a systematic process for your practice. Shaun 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 client acquisition business and improving their marketing strategies, Chris 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, Chris 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.
Rob 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. Rob is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Anita Karnatz, CRPC®
For advisors interested in growing their financial planning business, Anita works with advisors to create a systematic process for your practice. Anita 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.
Elizabeth provides administrative and operational support, and also coordinates meetings, training and seminars. Elizabeth is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Allison specializes in helping advisors drive practice results 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.
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.