The Team

Osgood & Associates
Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and plan, it may make financial sense to roll over some of your assets while you’re still working and contributing to a plan. We help our clients determine if they should roll over some of the assets in their 401(k) plan to an IRA. Rollovers are just one thing we help clients consider as we use our exclusive Confident Retirement® approach to create comprehensive financial strategies that evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow — with confidence.

Our Advisors

Todd Osgood

Todd Osgood

Financial Advisor

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Contact

todd.k.osgood@ampf.com

813.870.0892

Designations

CRPC®, AWMA®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
CA Insurance #0H98173

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Tracey Barnes

Tracey Barnes

Financial Advisor

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Contact

Tracey.L.Barnes@ampf.com

813.870.0892

Top Areas of Focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances

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Our Staff

Nikki A. Cooper

Nikki A. Cooper

Business Development Manager

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Contact

nicole.a.cooper@ampf.com

813.870.0892 Ext. 21

Lyvonne West

Lyvonne West

Client Service Manager

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Contact

Lyvonne.west@ampf.com

813.870.0892 Ext. 16

Lisa Moramarco

Receptionist

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Contact

lisa.moramarco@ampf.com

813.870.0892 Ext. 10