Our advisors

Our team

Helen Bourne

Helen Bourne

Client Service Coordinator

Qualifications

  • 5 Years of Experience in Administrative Office Support
  • Joined Ameriprise in September 2018
  • Notary Public, Fayette Co, KY

Roles & Responsibilities

  • Office Management & Scheduling
  • Client Service Relationships
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Angie Haddock

Angie Haddock

Office Manager

Qualifications

  • 18 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in November 2015
  • Notary Public in Jefferson County, KY

Roles & Responsibilities

  • Louisville Office Manager
  • Client Service Relationships
  • Account Transactions
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Danae Kesterson

Danae Kesterson

Administrative Assistant

Qualifications

  • 21 Years Administrative Experience
  • Joined Ameriprise in June 2017

Roles & Responsibilities

  • Administrative Assistant for Shelby Fink
  • Client Service Relationships
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Paige Smith

Paige Smith

Assistant

Qualifications

  • 14 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in April 2016

Roles & Responsibilities

  • Client Service Relationships
  • Social Media Coordinator
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