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Headshot of Brian Mora

Brian Mora

  • CFP®, CRPC®, AWMA®| Regional Vice President,
  • Ameriprise Advisor Group

20

Years with Firm See more information

My territory

Central Region: Illinois, Missouri, Kansas, Iowa, Nebraska, Oklahoma, Colorado, Utah

How I work to support your success

As the Regional Vice President for the Ameriprise Advisor Group in the Central Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.

Career highlights

  • Ameriprise Outstanding Leader Award, 2013, 2014, 2017 and 2019
  • CFP® certification, 2007
  • Ameriprise Community Impact Award nominee, 2013

Other interests

  • Spending time with family
  • Avid triathlete and runner
  • Involved with Humane Society of Broward County and Chase Kowalski Memorial Fund

Upcoming Events:

 

Understanding Medicare – The Ins and Outs of Medicare Coverage

Tuesday, October 22, 2024

Time: 6:30-7:30pm CT

 

Click Here to Register

 

Host:

Ameriprise Financial Services, LLC

 

Presenters:

Jeff Dickin, Vice President, Business Consultant  - John Hancock

 

 

My Leadership Team

Headshot of Zachary King

Zachary King

Region Coordinator

Responsibilities

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

Headshot of Trisha Weiler

Trisha Weiler

Regional Director of Operations

Responsibilities

Trisha creates and executes strategies that facilitate achievement of overall growth and the Region plan. Responsibilities include: strategic business planning and financial management; both direct and influential leadership of advisors, leaders, and staff across the region branch offices; and human resource leadership. 

Headshot of Jay Hubbard

Jay Hubbard

Complex Director, Chicago

Responsibilities

Jay is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from his team and resources from Ameriprise.

Headshot of Jeanne Chapple

Jeanne Chapple

Regional Sales Director

Responsibilities

Jeanne 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 Hela Fryar

Hela Fryar

Regional Sales Manager

Responsibilities

Hela 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.

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.