Dickinson J Miller

dickinson.x.miller@ampf.com

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Designations

CFP^®, APMA^®, AWMA^®

Top Areas of Focus

Retirement Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies

Education

Princeton University class of 1975: BA in Slavic Languages and Literatures, American University of Beirut class of 1981: MA in Middle East Studies, Columbia University class of 1984: MPhil in Sociology

CA Insurance #0B24965

Andrew Paulson

Financial Advisor

Andrew.D.Paulson@ampf.com

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Top Areas of Focus

Retirement Planning Strategies
Investments
Cash Flow Management Strategies

CA Insurance #0H90403

Michelle Mancari

Financial Advisor

Michelle.Mancari@ampf.com

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Designations

CFP^®, APMA^®, AWMA^®

Top Areas of Focus

Retirement Planning Strategies
Women's Financial Strategies
Sustainable and Responsible Investing

Education

BS, Finance, Virginia Tech, Blacksburg VA

Connie Shih

Financial Advisor

Contact

Connie.Shih@ampf.com

Top Areas of Focus

Retirement Planning Strategies
Wealth Preservation Strategies
Investments

Education

University of Maryland with a B.S. in Management Studies

Dr. Philip Mattar

Financial Planning Specialist

Vice President

More about me...

Contact

Philip.mattar@ampf.com

202-550-2232

Qualifications

My top values: Integrity, High Standards, Research, and Service.
Over twenty years of investing for endowments and individuals.
Graduated from Columbia University with a Ph.D.
Fellow at USIP and at the Woodrow Wilson Center.
Editor in Chief of two encyclopedias on the Middle East.

Roles & Responsibilities

Portfolio analysis for diversification, risk tolerance, quality products, fees, and tax efficiency.

Hannah Brooks

Operations Director

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Contact

hannah.brooks@ampf.com

Qualifications

Hannah was born in Atlanta, GA, where she enjoys visiting with her family. She writes poetry and reads over 300 books a year. She was also a collegiate rugby player.
Top 5 Values: Autonomy, Integrity, Service, Decisiveness, Leadership
Majored in Biological Anthropology with a concentration in Medical Anthropology at Appalachian State University in Boone, NC

Roles & Responsibilities

Schedules/confirms client meetings and manages internship programs

DeAnna Williams

Client Relationship Manager

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Contact

deanna.williams@ampf.com

Qualifications

DeAnna was raised in Southern VA. She now resides in the Maryland area. She is a mom and a wife. She loves to travel and make gift baskets in her free time.
Top 5 Values: Honesty, Excellence, Fairness, Meaningful Work, Happiness
BS in Sociology with a Concentration in Criminal Justice from Bowie State University

Roles & Responsibilities

Oversees client meeting preparation

Katelyn Focella

Financial Planning Assistant

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Contact

katelyn.focella@ampf.com

Personal Intro

Katelyn is from Long Island, New York and is a senior at Georgetown University. In her free time, she enjoys exploring D.C. with friends and listening to Broadway music.

Top 5 Values: Autonomy, Relationships, Security, Excellence, Happiness

Qualifications

Senior at Georgetown University’s McDonough School of Business pursuing a double major in Finance and Accounting

Roles & Responsibilities

Assists Operations Director and Business Processor with client meeting preparation and maintenance of client records

Stephen Lu

Financial Planning Assistant

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Contact

stephen.lu@ampf.com