The Team
Hearthstone Wealth Management
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

Jim Tabak

Jim Tabak

Financial Advisor

More about me...

Contact

james.m.tabak@ampf.com

956.618.0050

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

University of Michigan, Ann Arbor: M.A. - Finance, 1982, Grand Valley University, Allendale, MI: B.PH., Economics, 1972

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Walter Paul Reep

Walter Paul Reep

Private Wealth Advisor

More about me...

Contact

walter.p.reep@ampf.com

512.231.0725

Designations

CFP®, APMA®

Top Areas of Focus

  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

University of Texas at Austin - BS
CA Insurance #0D12496

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Michael Mark Eisenmenger

Michael Mark Eisenmenger

Financial Advisor

More about me...

Contact

michael.m.eisenmenger@ampf.com

512.231.0725

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

B.B.A, Finance, Texas State University, San Marcos, TX
AR License #1261963

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Jim Bailey

Jim Bailey

Financial Advisor

More about me...

Contact

james.a.bailey@ampf.com

512.527.9900

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

BBA - Accounting/Finance at Western Michigan University, Kalamazoo MI

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Laura Parker

Laura Parker

Financial Advisor

More about me...

Contact

laura.parker@ampf.com

512.231.0725

Designations

APMA®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Planning Strategies
CA Insurance #0M52467

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Brianna Kuehmstedt

Brianna Kuehmstedt

Financial Advisor

More about me...

Contact

brianna.x.kuehmstedt@ampf.com

512.231.0725

Designations

CFP®, CRPC®, APMA®, ChFC®

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

Bachelor of Arts, History, The University of Texas at Austin, 2003

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Chris Taylor

Chris Taylor

Financial Advisor

More about me...

Contact

christopher.taylor@ampf.com

512.231.0725

Designations

CFP®, APMA®

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Ros Respecia

Ros Respecia

Financial Advisor

More about me...

Contact

rosalyn.respecia@ampf.com

512.231.0725

Designations

MBA, APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management

Education

MBA, Concordia University, Austin, TX, BS, Radio/TV/Film, University of Texas, Austin, TX

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Scott A Miller

Scott A Miller

Financial Advisor

More about me...

Contact

scott.a.miller@ampf.com

817.447.6464

Designations

CRPC®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

B.B.A. Finance, University of Oklahoma, Norman, OK 1991

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Scott George

Scott George

Financial Advisor

More about me...

Contact

scott.george@ampf.com

817.380.4939

Designations

MBA

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Education

MBA - McCombs School of Business, University of Texas, BSEE - Computer Engieering, University of Texas
CA Insurance #0G63292

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Alexis Villarreal

Alexis Villarreal

Financial Advisor

Our Staff

Belinda Vargas

Belinda Vargas

Client Service Specialist
Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager
More about me...

Contact

kimberly.x.rivera@ampf.com

512.231.0725 Ext. 230

Qualifications

  • • B.S., Business Administration/Management, Roosevelt University, Chicago, IL
  • • M.S. in Accounting, Texas A&M - Commerce campus
  • • Kimberly began working for Michael in early 2011.

Roles & Responsibilities

  • • Her duties include scheduling meetings, data entry, client file maintenance, website maintenance, client correspondence, client marketing events and meeting preparation.
Kimberlee Blackburn

Kimberlee Blackburn

Paraplanner
More about me...

Contact

kimberlee.k.blackburn@ampf.com

512.231.0725 Ext. 206

Natalie Compton

Natalie Compton

Paraplanner
More about me...

Contact

natalie.m.compton@ampf.com

512.231.0725 Ext. 212

Qualifications

  • • B.A., Psychology, Emory University, Atlanta, GA
  • • Securities Registrations: Series 7, Series 66(TX)
  • • Insurance License: General Lines Agent for Life, Accident, Health, & HMO
  • • Natalie began working for Michael in early 2007. She is a licensed paraplanner.

Roles & Responsibilities

  • • Her duties include financial plan data input, assisting Michael in analyzing and preparing financial plans, and trading securities and investments in clients' accounts.
Sheila Graham

Sheila Graham

Client Service Manager
More about me...

Contact

sheila.l.graham@ampf.com

512.231.0725 Ext. 210

Kristin Wolff

Kristin Wolff

Client Service Specialist
Paulette Burford

Paulette Burford

Client Service Manager
More about me...

Contact

paulette.burford@ampf.com

512.527.9900 Ext. 14

Adam Tabak-Moreno

Business Development Specialist
More about me...

Contact

956.618.0050

Denise G Bailey

Assistant
More about me...

Contact

denise.g.bailey@ampf.com

512.527.9900 Ext. 10

Sabrina Morris

Sabrina Morris

Client Concierge
Marketing Specialist