The Team

Advisors

Sandy Johnson

Sandy Johnson

Private Wealth Advisor


sandra.s.johnson@ampf.com

320.654.6715

More about me...

Designations

CFP®, MS, CLU®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • IRA Rollover

Education

Master of Science, 1997, Finance, College for Financial Planning, Denver, CO, Bachelor of Arts, 1975, Speech Communication, St. Cloud State University
CA Insurance #0F90660

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Barclay G Carriar

Barclay G Carriar

Private Wealth Advisor


barclay.g.carriar@ampf.com

320.654.6715

More about me...

Designations

CFP®, CRPC®, AAMS®, AWMA®, ADPA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

B.A., 1985, St. Cloud State University, St. Cloud, MN
CA Insurance #0E92393

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Patrick J Kruchten

Patrick J Kruchten

Private Wealth Advisor


patrick.j.kruchten@ampf.com

320.654.6715

More about me...

Designations

CFP®, CRPC®, AAMS®, AWMA®

Top Areas of Focus

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

Education

Bachelor of Science, Finance, St. Cloud State University, St. Cloud, MN

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John Anderson

John Anderson

Private Wealth Advisor


john.d.anderson@ampf.com

320.654.6715

More about me...

Designations

CFP®, AAMS®, CRPC®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Master of Arts, 1993, St. Cloud State University, St. Cloud, MN, Bachelor of Science, 1977, Winona State University, Winona, MN

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Joshua Nelson

Joshua Nelson

Financial Advisor


joshua.g.nelson@ampf.com

320.654.6715

More about me...

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

B.S., Finance and Economics, St. Cloud State University, St. Cloud, MN, 2001

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David Hall

David Hall

Financial Advisor


dave.c.hall@ampf.com

320.654.6715

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

M.S., Music Education, 1992, St. Cloud State University, St. Cloud, MN, B.S., Music Education, 1980, St. Cloud State University, St. Cloud, MN
CA Insurance #0F71419

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Jamie O'Rourke

Jamie O'Rourke

Financial Advisor


jamie.l.orourke@ampf.com

320.654.6715

More about me...

Designations

CFP®, CRPC®, ADPA, CDFA™

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Bachelor of Science, 2004, Finance, St. Cloud State University, St. Cloud, MN

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April Diederich

April Diederich

Financial Advisor


april.m.diederich@ampf.com

320.654.6715

More about me...

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, St. Cloud State University, St. Cloud, MN, 2000

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Scott Erickson

Scott Erickson

Financial Advisor


scott.d.erickson@ampf.com

320.654.6715

More about me...

Designations

CFP®, AAMS®, CMFC®, AWMA®

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

Bachelor of Arts, 1976, Saint Cloud State University, Saint Cloud, MN, Associate of Arts, 1974, Rochester Community College, Rochester, MN

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Regan Johnson

Regan Johnson

Financial Advisor


regan.x.johnson@ampf.com

320.654.6715

More about me...

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

•BA Bachelor of Arts, St. Cloud State University, St. Cloud, MN

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Jill Bruno

Jill Bruno

Financial Advisor


jill.j.bruno@ampf.com

320.654.6715

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

Certificate, Accounting Minneapolis Business College 1989

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Staff

Michael Hendrickson

Michael Hendrickson

Operations Director


320.654.6715

michael.3.hendrickson@ampf.com

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Qualifications

  • A.A.S. Degree, Accounting, Rasmussen Business College
  • Michael is the Operations Director and has been with the practice since 2003.
Carol Gruba

Carol Gruba

Client Service Manager


320.654.6715

carol.j.gruba@ampf.com

More about me...

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Carol has worked for the practice since 1996.
  • Carol works primarily as Paraplanner for Barclay Carriar.
Nita Papesh

Nita Papesh

Client Service Manager


320.654.6715

juanita.f.papesh@ampf.com

More about me...

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, and Annuity
  • Nita works primarily as a Paraplanner for John Anderson.
  • Nita has been with the practice since 2006.
Teresa Gulstrand

Teresa Gulstrand

Client Service Manager


320.654.6715

teresa.l.gulstrand@ampf.com

More about me...

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • FINRA Series 7, 63 and MN Life, Health & Annuity
  • Teresa works primarily with Patrick Kruchten.
  • Teresa has been with the practice since 2008.
Devon Hanson

Devon Hanson

Client Service Manager


320.654.6715

devon.l.hanson@ampf.com

More about me...

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, & Annuity
  • Devon has been with the practice since 2008.
  • Bachelor of Science, Finance, Minnesota State University - Moorhead.
Katie Roos

Katie Roos

Client Service Manager


320.654.6715

katherine.a.roos@ampf.com

More about me...

Qualifications

  • Bachelor of Science, Moorhead State University, MN
  • FINRA Series 7
  • FINRA Series 63
  • MN Life, Health and Annuity
  • Katie works primarily with Dave Hall and Josh Nelson.
  • Katie has been with the practice since 2012.
Emily Hoffman

Emily Hoffman

Client Service Coordinator


320.654.6715

emily.l.hoffman@ampf.com

More about me...

Qualifications

  • Bachelor of Science, Business Management, St. Cloud State University
  • Emily works primarily as a Client Service Coordinator and Financial Planning Analyst for Scott Erickson and Jill Bruno.
  • Emily has been with the practice since 2012.
Nicholas Runge

Nicholas Runge

Client Service Coordinator


320.654.6715

nicholas.runge@ampf.com

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Qualifications

  • Business Management AAS Degree, St. Cloud Technical College
  • Nicholas has been with the practice since 2013.
Garrett Miller

Garrett Miller

Financial Planning Assistant


320.654.6715

garrett.e.miller@ampf.com

More about me...

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Garrett is the Analyst Team Lead.
  • Garrett has been with the practice since 2004
Chris Freeh

Chris Freeh

Financial Planning Assistant


320.654.6715

christopher.r.freeh@ampf.com

More about me...

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • Chris is a Financial Planning Analyst
  • Chris has been with the practice since 2008.
Chris Kuklok

Chris Kuklok

Financial Planning Assistant


320.654.6715

christopher.x.kuklok@ampf.com

More about me...

Qualifications

  • Bachelor of Science, Accounting, St. Cloud State University
  • Chris is a Financial Planning Analyst.
  • Chris has been with the firm since 2012.
Lori Grotto

Lori Grotto

Administrative Assistant


320.654.6715

lori.a.grotto@ampf.com

More about me...

Qualifications

  • A.A. Degree, St. Cloud State University
  • Lori is our Administrative Assistant/Receptionist.
  • Lori has been with the practice since 2012
Elaine Wicklund

Elaine Wicklund

Assistant


320.654.6715

elaine.d.wicklund@ampf.com

More about me...

Qualifications

  • Accounting Program, Alexandria Technical & Community College
  • Elaine is our Office Clerk.
  • Elaine has been with the practice since 2011.

Office Detail

Hours:
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.
8 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.