Our advisors

Michael Broughton

Michael Broughton

Private Wealth Advisor

Learn more about Michael Broughton
John Fidder

John Fidder

Private Wealth Advisor

Learn more about John Fidder
Michael Morger

Michael Morger

Private Wealth Advisor

Learn more about Michael Morger
Mike Benoski

Mike Benoski

Financial Advisor

Learn more about Mike Benoski
Hannah R Chapman

Hannah R Chapman

Financial Advisor

Learn more about Hannah R Chapman
Donald H Westermeyer

Donald H Westermeyer

Private Wealth Advisor

Learn more about Donald H Westermeyer
Barry Whitt

Barry Whitt

Financial Advisor

Learn more about Barry Whitt
Matt Wissman

Matt Wissman

Financial Advisor

Learn more about Matt Wissman
Jeremy Woolridge

Jeremy Woolridge

Financial Advisor

Learn more about Jeremy Woolridge
Anne Blair Beavan

Anne Blair Beavan

Associate Financial Advisor

Learn more about Anne Blair Beavan

Our team

Todd Bellm

Todd Bellm

Financial Planning Specialist

Qualifications

  • Series 7
  • Series 66
  • He graduated with a Bachelor of Arts in Business Administration degree from Northern Kentucky University (1986).

Roles & Responsibilities

  • Todd joined Ameriprise in September, 2006. His primary responsibilities include data entry, initial financial analysis, and assistance in developing unique financial strategies.
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Michelle Benoski

Michelle Benoski

Executive Assistant

Qualifications

  • Graduated with a Master's Degree from Baylor University

Roles & Responsibilities

  • Michelle joined Ameriprise in February, 2018. Her primary responsibilities include processing paperwork and assisting with client service needs.
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Kathy Blasch

Kathy Blasch

Client Service Manager

Roles & Responsibilities

  • Kathy joined Ameriprise in November 2003. As the client service manager, her primary responsibilities include scheduling client meetings and processing applications and paperwork.
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Maureen Cooper

Maureen Cooper

Administrative Assistant

Qualifications

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

Roles & Responsibilities

  • Maureen joined Ameriprise in July, 2019. Her primary duties are managing the advisor's calendars and and assisting with client service needs.
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Karla Klump

Karla Klump

Practice Manager

Roles & Responsibilities

  • Karla joined Ameriprise in February 2012. As our Practice Manager, primary responsibilities include providing day-to-day leadership and management of our team.
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Kim Korson, CFP<sup>®</sup>

Kim Korson, CFP®

Business Development Director,

Operations Manager

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).
  • Kim has experience as an Administrative Assistant, Financial Planning Specialist, Paraplanner, and independent Financial Advisor.

Roles & Responsibilities

  • Kim joined Ameriprise in September 1995, and has been functioning as Operations Manager of Broughton, Fidder, Morger & Associates since January, 2007.
  • Her primary responsibilities include ensuring all aspects of our practice run smoothly and efficiently.
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Connie Menke

Connie Menke

Office Manager

Roles & Responsibilities

  • Connie joined Ameriprise in November 2001. Her responsibilities include managing the daily operations of our suite.
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Rachel Menke

Rachel Menke

Client Service Coordinator

Qualifications

  • She graduated with a Bachelor of Social Work from Northern Kentucky University (2012).

Roles & Responsibilities

  • Rachel joined Ameriprise in August, 2016. Her primary responsibilities include gathering documents and compiling data for client meetings, as well as calendar management.
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Rick Newell

Rick Newell

Client Concierge

Qualifications

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

Roles & Responsibilities

  • Rick joined Ameriprise in March, 2014. His primary responsibilities include accepting incoming phone calls, coordinating events, and managing the online presence of our practice.
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Michelle Odle

Michelle Odle

Administrative Assistant

Personal Intro

Michelle joined Ameriprise in September, 2017. Her primary responsibilities include processing paperwork and assisting with client service needs.

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Jessica Patton

Jessica Patton

Financial Planning Specialist

Qualifications

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

Roles & Responsibilities

  • Jess joined Ameriprise in November, 2012. Her primary responsibilities include preparing summary letters and financial planning deliverables.
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Cole Razete

Cole Razete

Client Relationship Manager

Qualifications

  • He graduated with a Bachelor of Arts in Psychology from Miami University (2015).

Roles & Responsibilities

  • Cole joined Ameriprise in September, 2016. His primary responsibilities include processing paperwork and assisting with client service needs.
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Bernard Rey, MBA

Bernard Rey, MBA

Paraplanner

Qualifications

  • He graduated with a Bachelor of Science in Business Administration from Indiana Institute of Technology (2001) and a Masters of Business Administration from the University of Phoenix (2012).

Roles & Responsibilities

  • Bernard rejoined Ameriprise in August, 2016 adding to past service from 2007 through 2010. His primary duties include placing and monitoring trades and the tracking and monitoring of client accounts.
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Frances Spurlock

Frances Spurlock

Client Service Coordinator

Roles & Responsibilities

  • Frances joined Ameriprise in November, 2012. Her primary responsibilities include gathering documents and compiling data for client meetings.
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James Wellmeier

James Wellmeier

Paraplanner

Qualifications

  • He graduated from Wright State University with a Bachelor of Arts in Science (2004).

Roles & Responsibilities

  • James joined Ameriprise in June, 2019. His primary duties include placing and monitoring trades and the tracking and monitoring of client accounts.
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Debbi Williams

Debbi Williams

Administrative Assistant

Qualifications

  • Graduated from Cincinnati Bible College in 1987.

Roles & Responsibilities

  • Debbi joined Ameriprise in March, 2007. Her primary responsibilities include processing paperwork and assisting with client service needs.
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Debbie Young

Debbie Young

Administrative Assistant

Qualifications

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

Roles & Responsibilities

  • Debbie joined Ameriprise in April, 2015. Her primary responsibilities include processing paperwork and assisting with client service needs.
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