Minneapolis and St. Paul metro area and surrounding suburbs, as well as Hudson and River Falls, Wisconsin
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
- Help you grow your practice in a manner that works best for you
- Operate with independence, knowing that support is available as needed
- Understand how to effectively operate as a CEO of your practice
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.
Brandon 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 works with new advisors joining our firm to guide them through a successful transition and onboard process. Brandon 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, Kelly 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, Kelly 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.
Wendy provides administrative and operational support, and also coordinates meetings, training and seminars. Wendy is the point person for advisor questions and proactively works with advisors to ensure they receive the support they need.
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.
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.