My financial advice team

Pam Leyden

Paraplanner

Pamela.Leyden@ampf.com 507.444.0901

Qualifications

• Series 7 and 63

Roles & Responsibilities

• Prepare paperwork for new and existing clients.
• Enter trades on daily basis including processing redemptions and check deposits.
• Meet with clients to assist with service issues and paperwork.
• Research account inquiries and follow up on client service issues that arise.

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Katla Michaelson

Financial Planning Assistant

katla.michaelson@ampf.com 507.444.0901

Roles & Responsibilities

• Contacts clients to collect information for their financial plans.
• Creates a financial plan based on client goals.
• Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
• Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.

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Shannon Weisbrod

Office Manager,

Client Service Specialist

shannon.weisbrod@ampf.com 507.444.0901

Roles & Responsibilities

• Prepare paperwork for new and existing clients.
• Processes money movement requests and check deposits.
• Meet with clients to assist with service issues and paperwork.
• Research account inquiries and follow up on client service issues that arise.

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Sherry McCartney

Client Service Specialist

sherry.mccartney@ampf.com 507.444.0901 Ext. 100

Roles & Responsibilities

• Schedules meetings for advisors
• Client concierge
• Marketing
• Plans client appreciation events

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