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.

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.

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.

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.

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.

Roles & Responsibilities

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

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.

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.

Personal Intro

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.

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.

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.

Roles & Responsibilities

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

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.

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.

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.