Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Bart Metzler, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Bart Metzler

CFP®, CRPC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Bart Metzler's website
Michael Broughton, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Michael Broughton

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Broughton's website

Team

Beth Kiernan

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance Licenses
  • Began with Ameriprise in February, 2000 and joined the Metzler practice in November, 2004.

Roles & Responsibilities

  • Placing & Monitoring Trades
  • Tracking & Monitoring Client Accounts
  • Investment Research
  • Summary Letters & Financial Plan Deliverables
  • Compliling Data for Client Meetings
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Kim Rafferty

Operations Manager

Qualifications

  • Joined the Metzler practice in January, 2007.

Roles & Responsibilities

  • Assisting with Client Service Needs
  • Compiling Data for Client Meetings
  • Processing Applications & Paperwork
  • Tracking & Monitoring Client Accounts
  • Oversees Daily Office Activities
  • Manages On-line Presence
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