The Team

HAND, SMITH, STELLA & ASSOCIATES
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

Michelle Hand

Michelle Hand

Financial Advisor

More about me...

Contact

michelle.r.hand@ampf.com

302.468.8219

Designations

CFP®, CRPC®, APMA®, RICP®

Top Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

University of Pennsylvania, Milton Hershey School
CA Insurance #0I46393

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William Smith

William Smith

Financial Advisor

More about me...

Contact

william.2.smith@ampf.com

302.468.8218

Designations

CFP®, CRPC®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

Central High School, Philadelphia PA, BA, West Chester University, West Chester, PA

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Our Staff

Claudine Colicchio

Client Service Coordinator

Alison Young-Johnson (Ali)

Alison Young-Johnson (Ali)

Registered Support Assistant

More about me...

Contact

alison.t.youngjohnson@ampf.com

302.468.8200 Ext. 8220

Qualifications

  • Series 7, Series 63, Series 66, Life, Accident & Health