The Team

We focus on clients who are preparing for retirement or currently in retirement with a typical account size of $500,000-$5,000,000. These are often baby boomers looking for a straightforward framework to help plan for a sound retirement. My professional designations are specific to the planning needs surrounding retirement: strategies to help you create retirement income and manage your wealth.

Our Staff

Katie Rediger, CFP<sup>®</sup>, CRPC<sup>®</sup>

Katie Rediger, CFP®, CRPC®

Paraplanner
CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Contact

katherine.rediger@ampf.com

301.320.1459

Qualifications

  • Bachelor of Science in Finance, Virginia Tech Pamplin College of Business; CFP® Certification Education Track
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 Licensed, Series 66 Licensed, VA Insurance Producer - Life and Annuities, Health, and Variable Contracts
  • Katie has been with the practice since 2013.
  • Native Northern Virginian. Loves reading, spending time outdoors, and Hokie football!

Roles & Responsibilities

  • Serves as Paraplanner, leading financial planning analyses & Client Service Manager, managing client interactions and continuously monitoring clients' financial situations.
  • Assists with executing trades in client accounts, and managing and monitoring allocations using portfolio rebalancing software.
  • Plans client events and organizes marketing and advertising initiatives.
Alexa Cornett

Alexa Cornett

Client Service Coordinator
More about me...

Contact

victoria.cornett@ampf.com

301.320.1488

Qualifications

  • Bachelor of Science in Applied Economic Management, Virginia Tech College of Agriculture and Life Science; Financial Planning Option & Minor in Business
  • Alexa started with the practice in June 2018.
  • Alexa grew up in Richmond, VA, has been a lifelong Hokie fan, enjoys playing volleyball, and loves coffee.

Roles & Responsibilities

  • Aids in preparing investment recommendation letters and reviewing portfolio asset allocation.
  • Responsible for new client set-up, updating client information, client service calls, and completing client paperwork.
  • Coordinates marketing media across social media platforms.
  • Responsible for completing client meeting agendas, organizing approproaite reports, preparing paperwork for accounts, and providing necessary follow-up.