The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Advisors

Jessica E Mathias

Jessica E Mathias

Financial Advisor

More about me...

Contact

Jessica.E.Mathias@ampf.com

262.560.4966

Designations

CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments

Education

BS, International Business, Cardinal Stritch University, Milwaukee, Wisconsin

VISIT MY WEBSITE

Our Staff

Kalette Fraser

Kalette Fraser

Administrative Assistant

Marketing Manager
More about me...

Contact

kalette.fraser@ampf.com

262.560.4966

Roles & Responsibilities

  • Client Relations & Hospitality
  • Event Coordinator
  • Social Media Manager