Siebenmorgen and Associates

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Kenneth P Siebenmorgen

Kenneth P Siebenmorgen

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kenneth P Siebenmorgen's website
Anita Barnett

Anita Barnett

CRPC®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Anita Barnett's website
Heather Yarbrough

Heather Yarbrough

CRPC®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Heather Yarbrough's website

Team

Kay Adams

Kay Adams

Office Manager

Qualifications

  • With Ameriprise since 2001

Roles & Responsibilities

  • Business Manager
  • Compliance Manager
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Janet Morgan

Janet Morgan

Client Service Coordinator

Qualifications

  • With Ameriprise since July 2014
  • Bachelor of Science in Education, University of Arkansas - Fort Smith

Roles & Responsibilities

  • Coordinates schedules for all advisors
  • Answers telephone and greets clients in the Fort Smith office
  • Types advisor letters to clients
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Amy Strobel

Amy Strobel

Financial Planning Assistant

Qualifications

  • With Ameriprise since June 2014

Roles & Responsibilities

  • Coordinates schedule and types letters to clients for Bryan Binz
  • Answers telephone and greets clients in Paris office
  • Prepares reports and data for advisor meetings
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Todd Koch

Todd Koch

Financial Planning Assistant

Qualifications

  • With Ameriprise since November 2014
  • Bachelor in Arts in Strategic Communication, University of the Ozarks-Clarksville, AR

Roles & Responsibilities

  • Assists advisors with client service
  • Prepares reports and gathers data for client meetings
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Jamie Fritsche

Administrative Assistant