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Athena McGuire

Athena McGuire

  • MBA, CRPC®, AAMS®
  • Franchise Field Vice President

EXPERIENCE THE ULTIMATE ADVISOR PARTNERSHIP

Learn more about the Ultimate Advisor Partnership by connecting confidentially with us at 866.806.9984 or contact a recruiting director in your state

My territory

North Carolina, Virginia, Washington DC, Maryland and Delaware

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:

  • Operate with independence, knowing that support is available as 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
  • Share best practices and provide coaching to help you achieve success

Career highlights

  • Ameriprise Outstanding Leader Award 2014, 2017 and 2019
  • Recipient of the First Year Top Achiever, Mercury Award and 5 Outstanding Advisor Awards
  • Participant in the first Women's Leadership Academy

Other interests

  • Traveling and enjoying all things outdoors with my husband
  • Equestrian - competing in dressage

My Leadership Team

Headshot of Andrew Osland

Andrew Osland, APMA®, CRPC™, BFA™

Recruiting Director (PA, MD, DE)

Responsibilities

Andrew is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

Headshot of Ariana Harris

Ariana Harris

Recruiting Director (DC, VA & NC)

Responsibilities

Ariana is responsible for sourcing and evaluating experienced advisors, including franchisees, Associate Financial Advisors and advisors coming from acquired practices.

Headshot of Ryan Greiber

Ryan Greiber

Sr. Manager, Franchise Recruiting and Engagement (DC, DE, MD and No. VA)

Responsibilities

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

Headshot of Sean Lawson

Sean Lawson

Sr. Manager, Franchise Recruiting and Engagement (NC & VA)

Responsibilities

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

Headshot of Debi Biekkola

Debi Biekkola, CFP®

Sr. Regional Sales Director

Responsibilities

Debi 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.

Head shot Staci Smith

Staci Smith

Regional Sales Manager

Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Staci 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. 
For advisors interested in growing their financial planning business, Staci works with advisors to create a systematic process for their practice. She 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.

Headshot of Chelsea Cain

Chelsea Cain

Field Engagement Coordinator

Responsibilities

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

Headshot of Kevin Pfeffer

Kevin Pfeffer

Regional Sales Manager

Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Kevin 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. 
For advisors interested in growing their financial planning business, Kevin works with advisors to create a systematic process for their practice. He 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.

Headshot of Bill Baker

Bill Baker, ChFC®

Installation Manager

Responsibilities

Bill helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by 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. Ameriprise Financial, 50601 Ameriprise Financial Center, Minneapolis, MN 55474 MN Permit #F-3872.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.