Our advisors

Our team

Kay Adams

Kay Adams

Office Manager

Qualifications

  • With Ameriprise since 2001

Roles & Responsibilities

  • Business Manager
  • Compliance Manager
View more
Janet Morgan

Janet Morgan

Client Service Coordinator

Qualifications

  • With Ameriprise since July 2014

Roles & Responsibilities

  • Coordinates schedules for all advisors
  • Answers telephone and greets clients in the Fort Smith office
  • Types advisor letters to clients
View more
Amy Strobel

Amy Strobel

Financial Planning Assistant

Qualifications

  • With Ameriprise since June 2014

Roles & Responsibilities

  • Coordinates schedule and types letters to clients for Paris office
  • Answers telephone and greets clients in Paris office
  • Prepares reports and data for advisor meetings
View more
Todd Koch

Todd Koch

Financial Planning Assistant

Qualifications

  • With Ameriprise since 2014
  • Bachelor of Arts in Strategic Communications, University of the Ozarks-Clarksville, AR

Roles & Responsibilities

  • Assists advisors with client service
  • Coordinates the preparation of reports and gathering of data for client meetings
View more

Jamie Fritsche

Administrative Assistant