The Team

Siebenmorgen and Associates
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Kenneth P Siebenmorgen

Kenneth P Siebenmorgen

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, Mechanical Engineering, University of Arkansas, Fayetteville, Ark.
AR License #995404

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Anita Barnett

Anita Barnett

Associate Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
AR License #7555999

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Heather Yarbrough

Heather Yarbrough

Associate Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

Bachelor of Business Administration, University of Arkansas - Fort Smith, Fort Smith, Ark.
AR License #16495043

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Our Staff

Kay Adams

Kay Adams

Office Manager

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Qualifications

  • With Ameriprise since 2001

Roles & Responsibilities

  • Business Manager
  • Compliance Manager
Jona Booth

Jona Booth

Marketing Manager

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Qualifications

  • With Ameriprise since 2010

Roles & Responsibilities

  • Conducts client appreciation and prospect events
  • Prepares and submits advertising and sponsorships
  • Builds professional and referral relationships
Janet Morgan

Janet Morgan

Client Service Coordinator

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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
Merissa Cherry

Merissa Cherry

Financial Planning Assistant

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Qualifications

  • With Ameriprise since 2010
  • Bachelor of Business Administration, University of Arkansas - Fort Smith

Roles & Responsibilities

  • Assists Anita Barnett with client service
  • Prepares reports and data for advisor meetings
Amy Strobel

Amy Strobel

Financial Planning Assistant

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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
Todd Koch

Todd Koch

Financial Planning Assistant

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Qualifications

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

Roles & Responsibilities

  • Assists Bryan Binz with client service
  • Prepares reports and gathers data for client meetings