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Headshot of Matt Roesser

Matthew G. Roesser

  • MBA
  • Sr. Franchise Field Vice President

12

Years with Firm See more information

20

Years of Experience See more information

My territory

New York Metro and Eastern Pennsylvania

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
  • Grow your practice when and how you want to
  • 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

Career highlights

  • Recipient of Ameriprise Outstanding Leader award, 2011 and 2017
  • Consistently achieved 95%+ advisor retention during nine years as field leader
  • Successful transition of more than 70 new advisors to Ameriprise from 2008 to 2016

Other interests

  • Charitable organizations: Philabundance, American Cancer Society, and Lustgarten Foundation
  • Alumni associations: LaSalle University, Temple University and Seton Hall University

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 Kristin Bay

Kristin Bay

Recruiting Director (NY)

Responsibilities

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

Headshot of Stacia DeWitt

Stacia DeWitt

Manager, Franchise Recruiting and Engagement

Responsibilities

Stacia 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 works with new advisors joining our firm to guide them through a successful transition and onboard process. Stacia 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.

Headshot of Travis Rothstein

Travis Rothstein

Regional Sales Manager

Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Travis 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, Travis 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 Anita Karnatz

Anita Karnatz, CRPC™

Regional Sales Manager

Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Anita 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, Anita 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 Ashley Gable

Ashley Gable

Field Engagement Coordinator

Responsibilities

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

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.