The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Staff

Kara Penny

Kara Penny

Paraplanner

More about me...

Contact

kara.penny@ampf.com

603.428.4344

Qualifications

  • Series 7, 66 and NH Producer's Life, Accident and Health

Roles & Responsibilities

  • Kara maintains client contact during the financial planning process. She is readily available to answer questions and provide information regarding servicing your account.
Laura Upton Baker

Laura Upton Baker

Administrative Assistant

More about me...

Contact

Laura.UptonBaker@ampf.com

603.428.4344

Roles & Responsibilities

  • Laura provides administrative support to include scheduling appointments for both Deb and Kara, and marketing.