The Team

Groth & 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

Judy A Groth

Judy A Groth

Private Wealth Advisor

More about me...

Contact

judy.a.groth@ampf.com

207.990.4787

Designations

CFP®, CRPC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

DePaul University, 1982 Certification, Nonprofit Administration, University of Wisconsin, 1978 M.S.E. Counseling, College for Financial Planning, CFP Practitioner, CRPC, The American College, CLU

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Dustin Roeder

Dustin Roeder

Associate Financial Advisor

Our Staff

Wanda Madden

Wanda Madden

Paraplanner

Practice Manager
More about me...

Contact

wanda.madden@ampf.com

207.990.4787

Roles & Responsibilities

  • Human Resources
  • Marketing
  • Client Service
E. Paul Druan

E. Paul Druan

Client Service Specialist

Danielle Yenchochic

Danielle Yenchochic

Administrative Assistant