Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Our team

Theresa Eggemeyer

Theresa Eggemeyer

Practice Manager

Personal Intro

Theresa recently retired from a long career in education as a teacher and administrator. She loves any type of puzzle, reading, kayaking, and visiting National Parks. Mostly, she enjoys spending time with her very large family.

Qualifications

  • Bachelor of Arts from Northern Kentucky University
  • Masters in Education from Xavier University

Roles & Responsibilities

  • Theresa's overall responsibitlity is to maintain a high level experience for both the clients and the team members.
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Julie Schleper

Julie Schleper

Client Concierge

Personal Intro

Julie is the newest member to our team. She enjoys hiking with her daughter, bowling, and spending time with family.

Qualifications

  • Thomas More University graduate in Business Management and Educational Studies.

Roles & Responsibilities

  • Julie is the first contact you have when you call or come into our office. She pays great attention to the needs of our clients.
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Kimberly M. Whaley

Kimberly M. Whaley

Client Relationship Manager

Personal Intro

Kim is an avid UK fan and spends any free time she can find with her daughters, Kaitlyn and Elena.

She also previously served in the Army Reserves (thanks for your service, Kim!).

Qualifications

  • B.S. from Morehead State University
  • MBA from Thomas More University
  • Series 7 and 63 securities licenses

Roles & Responsibilities

  • Manages the client on-boarding process to ensure a smooth transition.
  • Educates clients on the use of our online client portal, "Secure Site".
  • Coordinates the work flow for insurance needs.
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Mary B. Smith

Mary B. Smith

Financial Planning Assistant

Personal Intro

Mary has over twenty years of administrative experience supporting high level executive staff in the financial services industry. She loves reading, cross-stitch, and a nice cup of Dunkin' Donuts coffee! But most of all, Mary and her husband Kenny love spending time with their three grandchildren.

Roles & Responsibilities

  • Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice and providing executive summaries.
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Ashley Roderick

Ashley Roderick

Client Service Coordinator

Personal Intro

Ashley recently graduated from Thomas More University in May of 2020, majoring in Business Administration with a focus on Finance and English.

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Corey Zamrik

Corey Zamrik

Client Service Coordinator

Personal Intro

Corey graduated from Thomas More University in May of 2020, majoring in Business Administration with a concentration in Finance.

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