Our advisors

Michael Broughton, Private Wealth Advisor serving the West Chester, OH area - Ameriprise Advisors

Michael Broughton

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Broughton
John Fidder, Private Wealth Advisor serving the West Chester, OH area - Ameriprise Advisors

John Fidder

CFP®, ChFC®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Fidder
Matt Wissman, Private Wealth Advisor serving the West Chester, OH area - Ameriprise Advisors

Matt Wissman

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Matt Wissman
Michael Morger, Private Wealth Advisor serving the West Chester, OH area - Ameriprise Advisors

Michael Morger

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Morger
Jeremy Woolridge, Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Jeremy Woolridge

APMA®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jeremy Woolridge
Beth McDonald, Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Beth McDonald

APMA®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Beth McDonald
Jonathan Allen, Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Jonathan Allen

APMA®

Financial Advisor

Learn more about Jonathan Allen
Anne Blair Beavan, Associate Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Anne Blair Beavan

Associate Financial Advisor

Learn more about Anne Blair Beavan

Our team

Dub Nelson

Dub Nelson

Business Development Manager,

Chief Operating Officer

Personal Intro

I have been in the Financial Services Industry for almost 30 years in roles from Financial Advisor to Senior Management with Fidelity Investments and E*Trade. My wife and I have 5 children, 4 grandchildren, and 1 on the way. I enjoying family activities, camping and reading in my spare time.

Qualifications

  • I graduated with a Bachelor of Arts in Marketing from the University of Texas at Arlington.
  • I completed the Securities Industry Institute at the Wharton Business School at the University of Pennsylvania.
  • I currently serve on the Isaac & Oxley Center for Business Leadership Advisory Board, which is part of the Farmer Business School at Miami University.

Roles & Responsibilities

  • I joined Further Financial Group in June 2022.
  • I am responsible for providing leadership, management and vision to the Company to effectively grow the organization and to ensure operating efficiency.
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Kim Korson, CFP<sup>®</sup>

Kim Korson, CFP®

Operations Manager

Personal Intro

I’m a transplant from Michigan who’s lived in Cincinnati for over 25 years. I currently live in Hamilton with Perry, stepson Kevin, Eepa a small Aussie with personality, and cats Jake and Holly. My happy place is the woods, hiking! A yoga mat is a very close second! You’ll find me outdoors, travelling, reading/learning, training for triathlon, kayaking, enjoying beer/wine/food and spending time with friends and family.

Qualifications

  • Series 7
  • Series 24 and 63
  • Life and Health Insurance Licenses
  • Certified Financial Planner
  • Graduated with a Bachelor of Arts in Psychology from Kalamazoo College (1994).
  • I have experience as an Administrative Assistant, Financial Planning Specialist, Paraplanner, and independent Financial Advisor.

Roles & Responsibilities

  • I joined Further Financial Group in September 1995, and have been functioning as Operations Manager since January, 2007.
  • I support our team by ensuring that all operational aspects run smoothly and efficiently. I thrive on building a foundation for others to do and become their best.
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Karla Ballinger

Karla Ballinger

Practice Manager

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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Connie Menke

Connie Menke

Office Manager

Personal Intro

My husband and I live in Fairfield. We have 3 grown children, 2 are local, 1 resides in Juneau, Alaska. We have one granddaughter who gratefully is local. I enjoy outdoor activities particularly “playing in the mud” i.e. gardening, road/trail running/hiking. My husband is a homebrewer so discovering new breweries, especially when we travel, is always an adventure. We have a ball loving pup named Porter.

Roles & Responsibilities

  • I joined Further Financial Group in November 2001.
  • I support our advisors and team by managing the daily operations of our suite. Doing so, at warp speed!
  • I get personal satisfaction out of setting my teammates up for success each day by ensuring that our office is a productive, functional environment.
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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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Cole Razete

Cole Razete

Paraplanner

Personal Intro

I live in Oregonia, Ohio, but I’ve moved all around the suburbs of Cincinnati. I’m a Miami grad (go Redhawks!) where I discovered my love of broomball! My wife, Heather, and I have two crazy rescue dogs that keep us busy. Riley is our tiny Boston Terrier and Boomer is our big Australian Cattle Dog. Fun fact: both dogs enjoy using a treadmill! We love to spend summers zooming around on the boat at Caesar Creek State Park.

Qualifications

  • Series 7 and Series 66
  • Life and Health Insurance Licenses
  • I graduated with a Bachelor of Arts in Psychology from Miami University (2015).

Roles & Responsibilities

  • I joined Further Financial Group in September, 2016.
  • I support our advisors and clients by assisting with all aspects of business processing and service needs. I do my best work by building meaningful relationships with our clients.
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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

  • 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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Jessica Patton

Jessica Patton

Financial Planning Specialist

Personal Intro

Originally from Indianapolis, Indiana, I’ve also lived in Florence, Kentucky and Cincinnati, Ohio. I currently reside in Cleveland, Ohio with my husband, Kris, our two daughters, and obese house cat. I love a hike in the woods, good book, music, and any comedy that elicits a good belly laugh.

Qualifications

  • I graduated with BMS and AAS degrees from CCMS (2008).

Roles & Responsibilities

  • I joined Further Financial Group in November, 2012.
  • I support our advisors by preparing financial plans and providing assistance in developing unique financial strategies.
  • Creating financial plans puts together my loves of problem solving and helping others, whether our clients or team.
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Frances Spurlock

Frances Spurlock

Client Service Coordinator

Personal Intro

I’ve lived my entire life in Hamilton, Ohio. My husband and I have been married over 40 years and have three great kids to show for it. We have four wonderful grandchildren that are in all kinds of activities to keep us busy. My husband and I love to photograph both landscapes and wildlife in our spare time. Upon our retirement we would love nothing more than to travel the world and take pictures wherever we go.

Roles & Responsibilities

  • I joined Further Financial Group in November, 2012.
  • I work diligently behind the scenes to set-up our advisors for successful client interactions by gathering documents and compiling data for meetings.
  • One of my favorite parts of my job is the people I work with.
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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

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.
  • Processing paperwork is a great fit for my task-oriented and organized personality traits.
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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 husband and I have been married for over eight years and we have a young boy that keeps us very busy. We love warm weather, so our favorite place is anywhere in Florida 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 two children and we could not be prouder of the young men they have grown to be. We also love dogs and currently have 3. 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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Kimberly Miller

Kimberly Miller

Administrative Assistant

Personal Intro

I am engaged to my college sweetheart and am currently in the thick of wedding planning. We have chosen the Cincinnati area to be our forever home and have taken in three feline fur babies so far (Tigger, Wigglefloof and Opal). My hobbies include home decoration and organization, jigsaw puzzles, and cake decorating.

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 support our clients, advisors and staff through business processing tasks each day.
  • I strive to help the team by providing thorough and accurate documentation of information for our clients.
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