Our Advisors

Andy Huggins

Andy Huggins

Private Wealth Advisor

John Everson

John Everson

Private Wealth Advisor

Stewart Barnes

Stewart Barnes

Private Wealth Advisor

Eddie Barnes

Eddie Barnes

Financial Advisor

James Harlow

James Harlow

Financial Advisor

Christopher Goehner

Christopher Goehner

Financial Advisor

Susan Kagey

Susan Kagey

Financial Advisor

Nicole Tayman

Nicole Tayman

Financial Advisor

Phillip McCoy

Phillip McCoy

Financial Advisor

Joshua Kyger

Joshua Kyger

Financial Advisor

Clay Arthur

Clay Arthur

Financial Advisor

Sheryl Crawford

Sheryl Crawford

Financial Advisor

Matthew Ely

Matthew Ely

Financial Advisor

Our Staff

Erika Bowers

Erika Bowers

Client Service Manager

More about me...

Contact

erika.b.bowers@ampf.com

304.263.4343

Roles & Responsibilities

  • Client Service Coordinator
  • Calendar management and appointment scheduling
  • Handles all incoming telephone calls and mail
  • Client meeting file preparation
  • Compliance record retention
Margaret Donald

Margaret Donald

Financial Planning Assistant

More about me...

Contact

margaret.s.donald@ampf.com

540.434.4956

Qualifications

  • Series 6
  • Series 63
  • Life and Health licensed
  • Paraplanner, College for Financial Planning

Roles & Responsibilities

  • Assists with client needs.
  • Prepares for client meetings and assists with financial plan process.
  • Manages our calendar and client scheduling in Harrisonburg.
Lisa Everson

Lisa Everson

Office Manager

More about me...

Contact

lisa.m.everson@ampf.com

304.263.4343

Qualifications

  • Bachelor of Science - Shepherd University, 1986

Roles & Responsibilities

  • Office Administration
  • Human Resources compliance
  • Responsible for Financial Plan prep & tracking
  • Administration of Business Process Tracker
Angela Holmes

Angela Holmes

Paraplanner

More about me...

Contact

angela.w.holmes@ampf.com

540.769.0052

Qualifications

  • Series 7
  • Series 65
  • Series 63
  • Series 31
  • Life and Health Licensed
  • Bachelor of Arts, University of Virginia, Charlottesville VA

Roles & Responsibilities

  • Assists advisors in preparing for client meetings
  • Executes trades and provides general client service
Jennifer Jones

Jennifer Jones

Paraplanner

More about me...

Contact

jennifer.l.jones@ampf.com

540.667.8626

Qualifications

  • Series 7
  • Series 65
  • Series 66
  • Life and Health licensed
  • BA, Marketing Education, Marshall University, Huntington, WV 1987

Roles & Responsibilities

  • Assists in preparing for client meetings and management of post meeting documentation and follow-up.
  • Executes trades and provides client service.
Julie Jones

Julie Jones

Business Development Manager

More about me...

Contact

julie.a.jones@ampf.com

540.434.4956

Qualifications

  • BS, Information Technology Management, Western Governors University, UT , 2012
  • Paralegal Certification, National Institute for Paralegal Training, 1993

Roles & Responsibilities

  • Responsible for our marketing, advertising, sponsorships and event planning.
  • Manages our technology infrastructure needs.
Vicki Lee

Vicki Lee

Client Service Specialist

More about me...

Contact

vicki.s.lee@ampf.com

540.769.0052

Qualifications

  • Bachelor of Science, Radford College

Roles & Responsibilities

  • Coordinates all client meetings
  • Provides support for the day-to-day operations of the practice
Marvis Milroy

Marvis Milroy

Client Service Manager

More about me...

Contact

Marvis.a.milroy@ampf.com

540.667.8626

Roles & Responsibilities

  • Manages our calendar and client scheduling in Winchester.
  • Handles all incoming phone calls.
  • Assists with client meeting preparation.