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

Dixie Roberts

Dixie Roberts

Financial Advisor

More about me...

Contact

dixie.m.roberts@ampf.com

307.778.8321

Designations

CFP®, CRPC®, BFA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

MA, 1982, Psychology & Counseling, University of Northern Colorado, Greeley, CO, BA, 1979, Economics & Business Admin., Chapman College, Orange County, CA

VISIT MY WEBSITE

Our Staff

Ashlie M. Connelly

Ashlie M. Connelly

Paraplanner
More about me...

Contact

Ashlie.M.Connelly@ampf.com

307.778.8321

Qualifications

  • BS, Business Administration, University of Nebraska at Kearney
  • Management Information Systems Emphasis