Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.




Team

Sue C. Spence

Client Service Manager,

Office Manager

Personal Intro

An Ohio State alumna and tenured team member since 2011, she brings warmth, precision, and consistency to every client interaction. Known for her attentive care and dependable service, she builds lasting relationships and provides steady, trusted support. Outside the office, she enjoys time with family and watching the Buckeyes play on Saturdays in the Fall.

Roles & Responsibilities

  • Serves as primary point of contact for client communications
  • Handles account servicing and client inquiries with accuracy and care
  • Coordinates calendars and scheduling to ensure a seamless client experience
  • Provides general client service support with a proactive, detail-oriented approach
  • Texas Notary Public, assisting with document execution and processing
  • Supports the advisory team to maintain a smooth and responsive practice
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Athena L. Morrow

Paraplanner

Personal Intro

A dedicated wife, mother, and valued member of our team for more than 20 years at Ameriprise, she works thoughtfully behind the scenes to support the planning process with care and precision. Her commitment to family, along with her passion for travel and reading, reflects the same attention to detail and personal care she brings to serving our clients.

Roles & Responsibilities

  • • Prepares preliminary financial planning recommendations and initial product solutions for advisor review and client meetings
  • • Develops charts, graphs, tables, and visual aids to support clear and effective client communication
  • • Assists in designing portfolio and product recommendations aligned with each client’s risk tolerance and time horizon
  • • Helps create organized, client-friendly deliverables that support implementation and ongoing planning
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Michael Ray Sewell

Financial Planning Assistant