The Team
Larry K. Fox & Associates

"We help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life."

Our Advisors

Larry Fox

Larry Fox

Private Wealth Advisor

More about me...

Contact

larry.k.fox@ampf.com

319.234.7000

Designations

CFP®, CLU®, ChFC®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

MA, Finance, University of Northern Iowa, Cedar Falls, IA, BA, Marketing, State College of Iowa, Cedar Falls, IA
CA Insurance #0F33792

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Aaron D Sannes

Aaron D Sannes

Private Wealth Advisor

More about me...

Contact

aaron.d.sannes@ampf.com

319.234.7000

Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

BA, Economics, Luther College, Decorah, IA

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Joshua Katcher

Joshua Katcher

Financial Advisor

More about me...

Contact

joshua.katcher@ampf.com

319.234.7000

Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

AA, Math, NIACC, 1995, BA, Education, Math, University of Northern Iowa, 1997

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Kyle Rasmussen

Kyle Rasmussen

Financial Advisor

More about me...

Contact

kyle.a.rasmussen@ampf.com

319.234.7000

Designations

CFP®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

BA, Business Managment Entreprenurship, Buena Vista University, Storm Lake, IA, BA, Human Resources, Bueva Vista University, Storm Lake, IA

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Stephanie M Holding

Stephanie M Holding

Financial Advisor

More about me...

Contact

stephanie.holding@ampf.com

319.234.7000

Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

Bachelor of Arts, Anthroplogy, University of Northern Iowa, Cedar Falls, Iowa

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Our Staff

Jennifer L. Wiggins

Jennifer L. Wiggins

Paraplanner
Kristi K. McCarty

Kristi K. McCarty

Executive Assistant
Shanna L. Sperfslage

Shanna L. Sperfslage

Operations Manager
Christine K. Roberts

Christine K. Roberts

Client Service Specialist
Carly J. Pagel

Carly J. Pagel

Marketing Manager
Randi Knipp

Randi Knipp

Operations Specialist