Siebenmorgen and Associates

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Keith Lux

Keith Lux

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Keith Lux's website
Heather Yarbrough

Heather Yarbrough

CRPC®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Heather Yarbrough's website
Will Booher

Will Booher

CRPC®

Financial Advisor

Visit Will Booher's website

Team

Kay Adams

Kay Adams

Office Manager

Qualifications

  • With Ameriprise since 2001

Roles & Responsibilities

  • Business Manager
  • Compliance Manager
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Jamie Fritsche

Administrative Assistant

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 Paris office
  • Answers telephone and greets clients in Paris office
  • Prepares reports and data for Paris advisor meetings
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Todd Koch

Todd Koch

Financial Planning Assistant

Qualifications

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

Roles & Responsibilities

  • Assists advisors with client service
  • Coordinates the preparation of reports and gathering of data for client meetings
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Merissa Cherry

Financial Planning Assistant