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

Bill Walter

Bill Walter

Associate Financial Advisor

More about me...

Contact

william.l.walter@ampf.com

507.835.7080

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

VISIT MY WEBSITE

Marty Roeker

Marty Roeker

Financial Advisor

More about me...

Contact

oren.l.roeker@ampf.com

507.553.3101

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

VISIT MY WEBSITE

Our Staff

Theresa Johnson

Theresa Johnson

Office Manager

Dawn Braund

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