The Team

Further Financial Group - West

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Staff

Staci L Lillis

Staci L Lillis

Office Manager

Client Service Manager
More about me...

Qualifications

  • Staci has been in the financial industry for more than 30 years. She started at a bank in Cincinnati in 1980. She later worked at several brokerage firms until she joined the practice in 2001.

Roles & Responsibilities

  • Staci schedules appointments, prepares Brian for client meetings, assists clients with questions and account issues, client account management, and oversees daily office activities.
Barbara Nieman

Barbara Nieman

Financial Planning Assistant

Event Planner
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Qualifications

  • Barb graduated from the University of Cincinnati in 1986 and then continued on to work as a paralegal for several prestigious law firms. She then joined the practice in 2006.

Roles & Responsibilities

  • Barb creates the deliverables for all financial plans and advice letters, plans marketing events, as well as keeping the office up to date on all compliance issues and updates.
Nate High

Nate High

Paraplanner

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Qualifications

  • Nate has a Bachelors of Business Administration from the University of Cincinnati where he majored in Finance with a concentration in Financial Planning and a minor in Accounting.

Roles & Responsibilities

  • Nate focuses on market research while also assisting with some Client communications.