Suburban Life - Central Bucks/Montgomery - Issue #10 (October 2022)

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SL_PROFILE_Ameriprise - 2pg_Layout 1 11 / 3 / 22 5 : 11 PM Page 1 PAID ADVERTISEMENT THOMAS RODMAN AND LISA MARKGRAF HAVE BUILT A THRIVING PRACTICE AT AMERIPRISE FINANCIAL CENTERED ON STRONG RELATIONSHIPS WITH CLIENTS AND SOUND , PERSONALIZED FINANCIAL ADVICE . BY MATT COSENTINO PHOTOS BY ALISON DUNLAP In 2020 , Rodman was approached by Ameriprise Financial about coming on board , and he quickly realized it was a firm with the same set of principles that was investing in their advisors ’ business and continued growth . Ameriprise’s net - work currently includes more than 10,000 advisors , of which more than 2,000 are employees of the company and more than 7,000 are independent franchises ( Source : Ameriprise Financial Q3 2022 Earnings Release ) . “ It’s one of the fastest - growing com - panies in the industry , ” Rodman says . “ Ameriprise encourages their advisors to grow and build their business . ” Rodman’s team includes the person he frequently refers to as his “ right arm , ” Lisa Markgraf , as well as insurance and planning specialists . Markgraf serves as a Registered Client Service Associate , and Dream Team herresponsibilities range from establishing accounts for clients to acting as their con - tacts for any issues that may arise on a daily basis . Like Rodman , Markgraf discovered hile it usually takes time for most children to learn the value of a dollar , an interest in finance early on and has Thomas Rodman was fortunate to absorb the lesson at a young age . In been in the business for 20 years . “ It fact , while other kids in his class were still playing with action figures , he was actually landed in my lap and it was already discovering his entrepreneurial spirit , and at age 12 he took the bold somethingthat was intriguing to me when Wstep of starting his own landscaping business . I was in my young 20s , ” she says . “ As I Needless to say , the experience of managing money , serving clients , and taking started getting into it , I built relationships pride in his work left a lasting impression . and just formed a passion for it . ” “ My dad taught me to invest in companies that exhibit solid fundamentals , strong Rodmanand Markgraf first met nearly earnings powers , and the potential for continued growth , ” Rodman says . two years ago , but to hear them interact Forty years later , Rodman is the one dispersing words of wisdom as a financial it seems as if their partnership goes back advisor and Managing Director at Ameriprise Financial . He has 23 years of experience at much longer . It became apparent right several of the most renowned firms in the industry , including a long tenure as a senior from their first conversation that they executive and the past 15 years as an advisor focusing on retirement , insurance and would make a strong duo . estate planning , cash flow management strategies , managing wealth , and more . “ Wetalked one day and it seemed that SUBURBANLIFEMAGAZINE.COM VOLUME 14 ISSUE 2 38 |

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SL_PROFILE_Ameriprise - 2pg_Layout 1 11 / 3 / 22 4 : 08 PM Page 2 PAID ADVERTISEMENT any way possible , ” Markgraf says . “ We pretty much everything we said was the goals , so we joined forces and have become don’t forget where same as how the other felt , so we realized the team to be reckoned with . ” we came from , and working together was meant to be , ” she Clients have countless options to we know exactly what it’s like when a says . “ We clicked instantly over our moti - choose from when seeking a financial dollargoes a long way . A fortune to some vation , our business ethics , and our future advisor , but Rodman stands out for a peoplemay be valued differently by others , variety of reasons , not the least so we want to make sure that every client of which is his desire to build istreated exactly the same way , no matter close personal relationships with how much money they have . This is his clients and their families . what helps build trust and strengthen the Rodman shares his cell phone relationship . Their referrals g o a long number with clients , and it is way . ” quite common for him to take It is no surprise that Rodman has calls as early as 6 a.m . or as late been the recipient of several awards rec - as 9 p.m . He prefers an old - fash - ognizing the “ white glove ” service he ioned conversation to email , but provides , or that clients will often recom - regardless of the method , com - mend that friends or family members munication is a constant , and trust him with their financial concerns . determining a client’s unique Those referrals soon realize that even in needs — and then delivering a cus - times when the market is fluctuating , tomized plan — is paramount . their portfolio is designed to factor in “ The way that we’re different thosechanges and Rodman will strive to is through our priorities , ” Rodman keep them balanced . says . “ We build close relationships Down the line , when he can help and trust with our clients and their them achieve their dreams , no feeling is families . We truly care about our better . clients ’ well - being and family life . “ It is very rewarding , especially if That’s very important . The invest - they’re with us for 10 years and all of a ment side is kind of easy after sudden we see them reach their goals doing it for 23 years . It’s more such as the second vacation home , extra about the people and taking care family vacations , or even see them retire of their family , their legacy , and early , ” he says . “ We have a plan , and if what they want to do moving for - you stick with the plan , it works . We ward . ” haveover 40 years of experience and we Because Rodman will meet care — that’sthe most important thing . ” ? quarterly , monthly , or even weekly with clients depending on their needs , he is able to fully understand their goals , their risk tolerance , and their comfort level with different investments before making recommendations . He also firmly believes in education , whether he is stressing the impor - tance of a 529 plan for a child’s college expenses , managing Thomas Rodman , Financial market risk and volatility through ? Advisor and Managing turbulent times , or long - term Director at Ameriprise Financial planning to help finances last well into retirement . He wants 161 Washington St . , Suite 1300 We build close “ his clients to ask questions and Conshohocken , PA 19428 fully grasp the strategies . ( 610 ) 897 - 2916 relationshipsand “ I tell my clients , ‘ If you don’t AmeripriseAdvisors.com / Thomas.Rodman understand what you’re doing trust with our clients with whoever you’re working with , it’s probably not the right and their families . ” thing for you , ’ ” he says . ThomasRodman , CA Insurance # 0C88425 Another unique aspect of Investmentproducts are not insured by the FDIC , NCUA or any — Thomas Rodman , Rodman and team is their refusal federalagency , are not deposits or obligations of , or guaran - Financial advisoR and to stereotype or judge anyone who teedby any ?nancial institution , and involve investment risks managing diRecToR aT is referred to them . There is no includingpossible loss of principal and ?uctuation in value . ameRipRise Financial “ typical ” client because they are Investmentadvisory products and services are made available through open to working with all types of AmeripriseFinancial Services , LLC , a registered investment adviser . investors . AmeripriseFinancial Services , LLC . Member , FINRA and SIPC . “ No amount is too small : If © 2022 Ameriprise Financial , Inc . Al rights reserved you need help , we will help you SUBURBANLIFEMAGAZINE.COM VOLUME 14 ISSUE 2 | 39

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