The Team
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Derrick Rivera

Derrick Rivera

Financial Advisor

More about me...

Contact

derrick.j.rivera@ampf.com

404.591.2450

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Tax Planning Strategies

Education

Florida State University - B.S. in Accounting and Finance 1995
CA Insurance #0I00765

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Marcus Welborn

Marcus Welborn

Private Wealth Advisor

More about me...

Contact

marcus.w.welborn@ampf.com

404.591.2455

Designations

CFP®, ChFC®, CLU®, AAMS®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies

Education

BSBA in Finance & Economics from The University of North Carolina at Charlotte
CA Insurance #0E97035

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Our Staff

Kelley Henderson

Kelley Henderson

Client Service Manager
More about me...

Contact

kelley.r.henderson@ampf.com

404.564.4270

Qualifications

  • BBA in Management from Georgia State University
  • Worked in Client Service for Ameriprise since February 2002
Michelle Breig

Michelle Breig

Operations Director
Marketing Manager
More about me...

Contact

michelle.breig@ampf.com

404.591.2450 Ext. 0

David Koslowski, CFP®

Financial Planning Specialist
Investment Specialist