Our advisors

Our team

Kay Adams

Kay Adams

Office Manager

Qualifications

  • With Ameriprise since 2001

Roles & Responsibilities

  • Business Manager
  • Compliance Manager
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Jona Booth

Jona Booth

Marketing Manager

Qualifications

  • With Ameriprise since 2010

Roles & Responsibilities

  • Conducts client appreciation and prospect events
  • Prepares and submits advertising and sponsorships
  • Builds professional and referral relationships
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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
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Merissa Cherry

Merissa Cherry

Financial Planning Assistant

Qualifications

  • With Ameriprise since 2010
  • Bachelor of Business Administration, University of Arkansas - Fort Smith

Roles & Responsibilities

  • Assists Anita Barnett and Kenneth Siebenmorgen with client service
  • Prepares reports and data for advisor meetings
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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
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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 Bryan Binz and other advisors with client service
  • Coordinates the preparation of reports and gathering of data for client meetings
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