Your relationship with Further Financial Group is more than the 1-on-1 relationship with your advisor. Here at Further Financial, we have a team of people to help manage the details of your financial life…for yourself and for your extended family. Our team consists of multiple advisors, each with a unique specialty, and dozens of FFG “family” members who can help navigate the intricacies of your personal financial situation. Whether you have questions about investments, how to pay for your kids’ education, how to care for your aging parents, the best way to replace your income during retirement, methods to reduce income taxes, or other similar questions, our entire team is here to help. While it starts with a personal relationship with your advisor, our team has the behind-the-scene resources to do so much more than any individual. As you and your family are planning your future, remember that your advisor and the entire Further Financial Group family is here to support you.


Our advisors

Michael Broughton

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Broughton

John Fidder

CFP®, ChFC®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Fidder

Matt Wissman

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Matt Wissman

Michael Morger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Morger

Brian Lillis

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Lillis Visit Brian Lillis's website

Jeremy Woolridge

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeremy Woolridge

Beth McDonald

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Beth McDonald

Jonathan Allen

APMA

Financial Advisor

Learn more about Jonathan Allen

Cole Razete

APMA

Financial Advisor

Learn more about Cole Razete

Nathan High

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nathan High Visit Nathan High's website

Anne Blair Beavan

Financial Advisor

Learn more about Anne Blair Beavan


Our team

Karla Ballinger

Karla Ballinger

Business Development Director

Personal Intro

I have lived in the small town of Lebanon, Ohio most of my life. I am blessed with one son, Ean, and one adorable pup named Tucker. Together, we love going for walks and exploring the outdoors. Over the more recent years, I have found a love and passion for fitness and working out. But don’t let my gym selfies fool you, I will crush a carton of Peanut Butter N Chip ice cream!

Roles & Responsibilities

  • I joined Further Financial Group in February 2012.
  • I support our advisors by providing day to day management, leadership and development of our team. I believe that by taking great care of our team, they will excel at taking great care of our clients.
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Tyler Burdine, CPA®

Tyler Burdine, CPA®

Operations Manager,

Chief Financial Officer of Further Financial Group

Personal Intro

I am a graduate of Fairfield High School and currently reside in Hamilton. I played college baseball at Miami University – Hamilton and worked part-time at the YMCA. In college I met my wife, Susan and then years later we had our son, Jack. We have, 2 dogs, a bunny, a bearded dragon, and 5 chickens. I now spend my free time doing family activities, archery, disc golf and cheering on any Cincinnati sports teams.

Qualifications

  • Certified Public Accountant (CPA)

  • Degree in Accounting and Information Systems from Miami University (OH)

  • In my career, I have worked as an auditor, tax preparer, corporate accountant, controller and CFO.

Roles & Responsibilities

  • I joined Further Financial Group as Chief Financial Officer in March, 2024.
  • I’m responsible for the financial well-being of the company.
  • This encompasses managing the accounting, tracking cash flow, budgeting/forecasting, developing and enforcing internal processes and other financial functions.
  • I strive to provide accuracy and reliability.
  • I consider myself a people person despite being an introverted accountant.
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Sebastian Fidder

Sebastian Fidder

Paraplanner

Personal Intro

Born and raised a Cincinnatian. Archbishop Moeller High School Graduate and a University of Cincinnati Bearcat! My passion is people. Establishing new relationships and expanding on the existing ones is what matters most to me. I am also a bit of a hobbyist. I am a craft coffee brewer, powerlifter, marathon runner, DJ, music producer, PC builder, speedcuber, and a lifelong learner. “Live the life you want to live”

Qualifications

  • Series 7, Series 66, Securities Industry Essentials (SIE)

  • Life and Health Insurance Licenses

  • I'm a recent graduate of the University of Cincinnati.

Roles & Responsibilities

  • I joined Further Financial Group in September 2022.
  • As a paraplanner, I handle trades from client meetings, interactions, and phone calls. I work diligently in ensuring the actions done inside clients portfolios are complete and accurate.
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Brennan Mullen

Brennan Mullen

Paraplanner

Personal Intro

Born in Cincinnati but raised and still residing in northern Kentucky within a mile of my alma mater of Covington Catholic High School. Being a Kentuckian, it’s only natural that I have a passion for bourbon, basketball, and horse racing. As a University of Kentucky alumni, I try to make my way back to Lexington for the spring and fall meets at Keeneland or cheer on my Wildcats as often as I can.

Qualifications

  • I graduated with a Master of Business Administration from the University of Cincinnati (2021).

  • I graduated with a Bachelor of Business Administration in Finance and Economics from the University of Kentucky (2018).

  • Series 7, Series 65, Securities Industry Essentials (SIE)

  • Life and Health Insurance Licenses

Roles & Responsibilities

  • Completing client trades accurately and efficiently in a timely manner.
  • Responsible for investment tracking, RMD tracking, and money movements between accounts.
  • Maintaining communication with clients during the financial planning process.
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Rick Newell

Rick Newell

Client Concierge

Personal Intro

I was born and raised in Florida. I live in the neighborhood of College Hill in Cincinnati with my husband Steve, our dog Tebow and cat Billi. I enjoy our friend’s dinner group at various spots around town and have a passion for college football - Go Gators! I am also Vice President of the Cincinnati Gator Club, an affiliated organization of the University of Florida Alumni Association.

Qualifications

  • I graduated with a Bachelor of Arts degree from the University of Florida.

Roles & Responsibilities

  • I joined Further Financial Group in March, 2014.
  • I field incoming phone calls and coordinate events, both allow me to develop relationships with our clients, something that I thoroughly enjoy!
  • Additionally, I share the personal side of Further Financial Group by managing our online presence.
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Staci Lillis

Staci Lillis

Office Manager,

Client Concierge

Personal Intro

I was born in Texas City, Texas and moved to Cincinnati at the age of 9. I met Brian in August 1980, right before we started our senior year of high school, and we got married in 1988. We have two amazing children, and our daughter Megan works with Further Financial Group as well. Brian and I love to travel and spend time with our kids on Sundays, which is our family day, and also includes our crazy little dog, Winston.

Qualifications

  • I have been in the financial industry for over 42 years. I started with a bank in downtown Cincinnati in 1980.

  • I then went on to a large brokerage firm until I decided to join Brian’s practice in 2001.

Roles & Responsibilities

  • I joined Further Financial Group with my husband Brian October 2023 as we work towards our retirement together.
  • My role with our practice is to schedules appointments and prepare for client meetings, assist clients with questions and issues, client account management, and oversee daily office activities.
  • I truly enjoy what I do and being such a large part of Brian’s practice and working with his awesome clients over these many years.
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Todd Bellm

Todd Bellm

Financial Planning Specialist

Personal Intro

My wife and I have lived in Florence, Kentucky since 2006, and have one daughter. You can find me out in the yard most summers and visiting or entertaining neighbors most winters. Fridays in the fall are reserved for watching high school football with my brother and father.

Qualifications

  • Series 7, 63

  • Life and Health Insurance Licenses

  • I graduated with a Bachelor of Arts in Business Administration degree from Northern Kentucky University (1986).

Roles & Responsibilities

  • I joined Further Financial Group in September, 2006.
  • I support our advisors by preparing financial plans and providing assistance in developing unique financial and insurance strategies.
  • I enjoy the challenge of putting together a client’s financial life with their dreams, much like the pieces of a puzzle. Finally, our team turns to me when comic relief is in order.
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Kimberly Vansickle

Kimberly Vansickle

Financial Planning Assistant

Personal Intro

I married my college sweetheart in February of 2023. The Cincinnati area is our forever home as we are surrounded by many loved ones here. We have rescued three feline fur babies: Tigger, Wigglefloof and Opal. I am passionate about organization, jigsaw puzzles, and cake decorating. I strive to always have courage and be kind.

Qualifications

  • I graduated Hocking College in 2017 with an Associate's Degree in Cyber Security and Computer Science.

Roles & Responsibilities

  • I joined Further Financial Group in June, 2022.
  • I strive to help our clients and advisors by preparing financial planning reports that are thorough and accurate. I find painting the big picture from analyzing small details to be truly invigorating.
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Barbara Nieman

Barbara Nieman

Financial Planning Assistant

Personal Intro

I was born and raised in Cincinnati. I’ve been married for 37 years and during my spare time, I work with my husband to refurbish our log cabin in southeast Indiana. We are looking forward to calling Indiana home when we reach retirement! My husband and I also enjoy spending time with our children and grandchildren and sharing our love for the outdoors, DIY projects and cooking with them. My passion is my family!

Qualifications

  • I graduated from the University of Cincinnati in 1986 with a Bachelor of Applied Science and Paralegal Certificate.

  • I worked as a paralegal for several prestigious law firms.

Roles & Responsibilities

  • I joined Further Financial Group – West in 2006.
  • I prepare financial planning reports and work with clients to secure up-to-date data to provide the most accurate projections possible.
  • I coordinate client events and general marketing.
  • I review compliance requirements and help to keep co-workers aware of changes that are pertinent to their positions.
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Maria Houser

Maria Houser

Client Service Coordinator

Personal Intro

I grew up and currently reside in Cincinnati with my partner and my two cats, Toasty and Luna. Most of my free time is spent at home with a good book or video game. As a newer homeowner, I also like to spend time decorating for each season and dreaming up new ideas for each room.

Qualifications

  • I graduated with a Bachelor of Arts in English from the University of Cincinnati (2016).

Roles & Responsibilities

  • I joined Further Financial Group in February, 2020.
  • I work diligently behind the scenes to set-up our advisors for successful client interactions by gathering documents and compiling data for meetings.
  • As the least talkative person on the team, behind the scenes is right where I prefer to be.
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Maureen Cooper

Maureen Cooper

Client Relationship Manager,

Financial Planning Assistant

Personal Intro

My husband and I live in Loveland and both enjoy home improvement and landscaping projects. We have two grown daughters and two grandchildren that we adore spending time with. I like to hike, kayak, & enjoy just about anything outdoors (except sleeping in it!) and am happiest when I have something to do, whether it be gardening, decorating, reading, planning a vacation or spending time in various volunteer pursuits.

Qualifications

  • I graduated from the University of Cincinnati with an Associate’s Degree in Business Management.

Roles & Responsibilities

  • I joined Further Financial Group in July, 2019.
  • I find great joy when speaking with our clients and learning about what’s important to them so managing our advisors calendars and schedules gives me this opportunity.
  • I am excited to support our advisors and our clients with financial planning and see their goals become a reality.
  • I enjoy the time I spend managing some of the behind-the-scenes office processes to create efficiencies and a balanced workflow for our practice.
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Megan Lillis

Megan Lillis

Client Relationship Manager

Personal Intro

I was born and raised in Cincinnati on the west side and recently moved to Oakley. I have been with Ameriprise for 8 years – 7 of which were spent as the receptionist for this office! I love to travel (the beach is my happy place!). In my down time, I enjoy going out with friends and finding delicious food spots, going to comedy shows, baking, kayaking, and of course staying in binge watching shows.

Qualifications

  • I graduated from Wright State University with a Bachelor’s Degree in Marketing and a Minor in Psychology.

Roles & Responsibilities

  • I joined Further Financial Group in March, 2021
  • I find joy when talking with our clients and learning about what’s important to them. Being in the Client Relationship Role gives me the opportunity to do this every day.
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Debbi Williams

Debbi Williams

Administrative Assistant

Personal Intro

I have been married for over 30 years to my best friend and soulmate. I enjoy reading, knitting, drawing and playing Bass, Banjo, Violin, Dulcimer and Guitar for my Church’s Worship Band.

Qualifications

  • I graduated from Cincinnati Bible College in 1987.

Roles & Responsibilities

  • I joined Further Financial Group in March, 2007.
  • I support our advisors and clients by assisting with all aspects of business processing and service needs. Complex problem solving is where I thrive.
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Debbie Young

Debbie Young

Administrative Assistant

Personal Intro

I was born and raised in Springfield, Tennessee, which is just north of Nashville. I moved to Ohio in 2008 and have been working with the team since 2015. My son keeps me busy with sports and we both love warm weather. Our favorite places are either in the woods or on a beach.

Qualifications

  • I graduated with a Bachelor of Science in Business Administration with a double Minor in Marketing and Management from Cumberland University (2006).

Roles & Responsibilities

  • I joined Further Financial Group in April, 2015.
  • I support our advisors and clients by assisting with all aspects of business processing and service needs. I find fulfillment in knowing that I help set our client up for future success.
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Missy Stenger

Missy Stenger

Administrative Assistant

Personal Intro

I have lived on the West Side of Cincinnati all my life. My husband and I have been married for 30+ years and we are blessed with 2 children, and we could not be prouder of the young men they have grown to be. We also love dogs and currently have 4. In my downtime I love to camp, read, going to Bingo and scrapbooking. We have a travel trailer, so it is probably more like glamping but it is time away and very relaxing.

Qualifications

  • Series 6 and Series 63
  • Life and Health Insurance Licenses

Roles & Responsibilities

  • I joined Further Financial Group in May, 2021.
  • I support our advisors by preparing pre and post meeting documentation, including compliance related items.
  • I enjoy building trusting relationships with my team and our clients, and hope that my vibrant personality spreads positivity in all that I do.
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Michelle Burton

Michelle Burton

Administrative Assistant

Personal Intro

I grew up in New Kensington P.A living between there and the family farm in Bookerville. I met my husband in Cincinnati in 2005 and never moved back home. With our daughter we enjoy camping, cooking, and throwing parties for friends and family.

Qualifications

  • With over 13 years of customer relations experience I find this role with Further Financial fun and challenging.

Roles & Responsibilities

  • I joined Further Financial in December 2023.
  • I look forward to continually growing as an employee along with assisting our clients and advisors as needed.
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