Our Advisors

Carl Heick

Carl Heick

Private Wealth Advisor

More about me...

Contact

carl.w.heick@ampf.com

502.489.6900

Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science, 1983, Business Administration, University of Louisville

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Stephen T Hester

Stephen T Hester

Private Wealth Advisor

More about me...

Contact

stephen.t.hester@ampf.com

520.452.9988

Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
CA Insurance #0I11500

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John W Smith

John W Smith

Financial Advisor

More about me...

Contact

john.w.smith@ampf.com

502.489.6900

Designations

ChFC®, MBA, CLU®, CASL®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

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Scott Allen Edwards

Scott Allen Edwards

Private Wealth Advisor

More about me...

Contact

scott.a.edwards@ampf.com

937.458.0220

Designations

CFP®, ChFC®, CLU®, CRPS®, CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
CA Insurance #0G81397

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Jeffrey Bellucci

Jeffrey Bellucci

Private Wealth Advisor

More about me...

Contact

jeffrey.d.bellucci@ampf.com

502.489.6900

Designations

CRPC®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

Master of Science, Engineering, University of Kentucky, Lexington, KY, Bachelor of Science, Engineering, University of Kentucky, Lexington, KY

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Todd C O'Neil

Todd C O'Neil

Private Wealth Advisor

More about me...

Contact

todd.c.oneil@ampf.com

502.489.6900

Designations

ChFC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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Bruce Irby

Bruce Irby

Financial Advisor

More about me...

Contact

bruce.r.irby@ampf.com

520.325.3001

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

Degree, University of Arizona, Tucson, Arizona
CA Insurance #0764049

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Ron Scott

Ron Scott

Financial Advisor

More about me...

Contact

ronald.l.scott@ampf.com

520.452.9988

Designations

MBA, CRPC®

Top Areas of Focus

  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances

Education

Loyola College, Baltimore Maryland, Golden Gate University, Masters in Business Management
CA Insurance #0C36421

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Jon Lintner

Jon Lintner

Financial Advisor

More about me...

Contact

jon.w.lintner@ampf.com

502.489.6900

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

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Carlton Head

Carlton Head

Financial Advisor

More about me...

Contact

carlton.d.head@ampf.com

502.489.6900

Designations

ChFC®, CASL®, CLU®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Randall Helt

Randall Helt

Financial Advisor

More about me...

Contact

randall.d.helt@ampf.com

937.458.0220

Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science, 1983, agricultural economics, The Ohio State University, Columbus, OH
CA Insurance #0I21392 AR Insurance #432011

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Matthew Rossiter

Matthew Rossiter

Financial Advisor

More about me...

Contact

matthew.r.rossiter@ampf.com

520.452.9988

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Education

Texas A&M University - B.S. in Finance - Class of 2001, Texas A&M University - Mays School of Business
CA Insurance #0G42163

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Matt Rumpke

Matt Rumpke

Financial Advisor

More about me...

Contact

matthew.j.rumpke@ampf.com

502.489.6900

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

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Courtney Yartz

Courtney Yartz

Financial Advisor

More about me...

Contact

courtney.j.yartz@ampf.com

502.489.6900

Designations

ChFC®

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Our Staff

Laura Young

Laura Young

Operations Director

Ann Barnett

Ann Barnett

Business Development Manager

Madge Brooks

Madge Brooks

Paraplanner

Judy Wannemacher

Judy Wannemacher

Paraplanner

Katie Breitenstein

Katie Breitenstein

Paraplanner

Eric Heick

Eric Heick

Paraplanner

Marisa Fusco

Marisa Fusco

Administrative Assistant

Ann Yartz

Ann Yartz

Administrative Assistant

Event Planner

Cheryl Couch

Cheryl Couch

Client Service Coordinator

Linda Tolley

Linda Tolley

Administrative Assistant

Christina Kelly

Christina Kelly

Administrative Assistant

Diana Bellucci

Diana Bellucci

Assistant