The Team

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

C E Terry Di Sabatino III

C E Terry Di Sabatino III

Private Wealth Advisor

More about me...

Contact

clarence.e.disabatino@ampf.com

302.478.2801

Designations

CFP®

Top Areas of Focus

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

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Dylan Amoroso

Dylan Amoroso

Financial Advisor

More about me...

Contact

Dylan.Amoroso@ampf.com

302.478.2801

Designations

CFP®, ChFC®

Top Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Education

B.A. Economics, University of Maryland, College Park

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Our Staff

Catherine McDonnell

Catherine McDonnell

Operations Director

Administrative Assistant
More about me...

Contact

catherine.mcdonnell@ampf.com

302.478.2801

Qualifications

  • B.S. in Organizational Leadership from Neumann University.

Tyler Wing

Intern

Julia Vanderloo

Intern