The Team

Larry K. Fox & Associates

"We help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life."

Our Advisors

Aaron D Sannes

Aaron D Sannes

Private Wealth Advisor

More about me...

Contact

aaron.d.sannes@ampf.com

319.234.7000

Designations

CFP®, ChFC®

Top Areas of Focus

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

Education

BA, Economics, Luther College, Decorah, IA

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Joshua Katcher

Joshua Katcher

Financial Advisor

More about me...

Contact

Joshua.Katcher@ampf.com

319.234.7000

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies

Education

AA, Math, NIACC, 1995, BA, Education, Math, University of Northern Iowa, 1997

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David Hook

David Hook

Financial Advisor

More about me...

Contact

david.j.hook@ampf.com

319.234.7000

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

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Stephanie M Holding

Stephanie M Holding

Financial Advisor

More about me...

Contact

Stephanie.Holding@ampf.com

319.234.7000

Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

Bachelor of Arts, Anthroplogy, University of Northern Iowa, Cedar Falls, Iowa

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Our Staff

Shanna L. Sperfslage

Shanna L. Sperfslage

Operations Manager

Kristi K. McCarty

Kristi K. McCarty

Executive Assistant

Mimi Coenen

Mimi Coenen

Marketing Manager

More about me...

Contact

mimi.coenen@ampf.com

319.234.7000

Roles & Responsibilities

  • Mimi’s role is to direct overall marketing and communication functions of the practice to deliver the brand promise and unique value proposition in the marketplace to potential and existing clients.
Christine K. Roberts

Christine K. Roberts

Client Service Specialist

Jake L. Rosalez

Jake L. Rosalez

Client Concierge

Abby J. Brekke

Abby J. Brekke

Client Concierge

Ann Chappo

Ann Chappo

Assistant

Kristin Petersen

Kristin Petersen

Operations Specialist