The Team
WALES & ASSOCIATES

Our areas of focus include retirement, insurance, asset management, and tax and estate planning strategies. We have the experience and resources to provide personalized recommendations and advice to help you grow, protect and transfer your wealth. You can feel confident you’re getting a high level of service and knowledgeable advice throughout our financial planning process.

Our Advisors

Brian Lee

Brian Lee

Financial Advisor

More about me...

Contact

brian.lee@ampf.com

269.983.7555

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances

Education

Master of Science, Sport Business Management, Coventry University, Coventry, United Kingdom, 2011, General Studies, Gannon University, Erie, PA 2003-2005, General Studies, Mercyhurst University, Erie, PA 2003-2005

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Gregory Kachner

Gregory Kachner

Associate Financial Advisor

More about me...

Contact

gregory.kachner@ampf.com

269.983.7555

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Michigan State University, Master of Business Administration, 1977, University of Illinois at Urbana-Champaign, Bachelor's of Industrial Engineering

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Wendy Mitchell

Wendy Mitchell

Financial Advisor

Steve Dirnberger

Steve Dirnberger

Associate Financial Advisor

More about me...

Contact

stephen.c.dirnberger@ampf.com

269.983.7555

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, Mathematics, University of Notre Dame, 1997
CA Insurance #0I44233

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Our Staff

Keri Suarez

Keri Suarez

Business Development Manager
Beth Mason

Beth Mason

Administrative Assistant
Kim Hedman

Kim Hedman

Office Manager