The Team
Huddleston & Associates

Our goal is to provide personalized financial advice to clients so they can plan to retire, stay retired and then pass their remaining wealth to heirs, using tax-efficient strategies. We believe the work we do helps our clients feel more confident that they are taking the steps needed to plan for their financial future, and enjoy what is important to them and their family.

Our Advisors

Michele Casey Huddleston

Michele Casey Huddleston

Private Wealth Advisor

More about me...

Contact

michele.c.huddleston@ampf.com

864.250.3000

Designations

CFP®, CRPC®, ChFC®, CLU®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Investments
  • Retirement Income Strategies

Education

University of South Carolina, B.A.-1986

VISIT MY WEBSITE

Brandon L Leonard

Brandon L Leonard

Associate Financial Advisor

More about me...

Contact

brandon.leonard@ampf.com

864.250.3000

Designations

CRPC®, APMA®

Top Areas of Focus

  • Small Business
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

B.A. North Greenville University, B.A. - 2008

VISIT MY WEBSITE

Our Staff

Roger Huddleston

Roger Huddleston

Operations Director
More about me...

Contact

roger.d.huddleston@ampf.com

864.250.3000

Qualifications

  • Over 20 years sales and management experience
  • FINRA Series 7 and Series 66 licensed
  • SC State Life and Health Insurance licensed
  • SC State Annuities licensed
  • Georgia State University, MBA- 1988
  • Clemson University, B.S.- 1984

Roles & Responsibilities

  • Business Operations and Strategic planning
  • Finance and Accounting for the practice
  • Information Technology
  • Human Resources and Employee Benefits
  • Financial Planning Support
Erin Brown

Erin Brown

Financial Planning Specialist
More about me...

Contact

erin.brown2@ampf.com

864.250.3000

Qualifications

  • Over 1 year experience with the practice
  • Winthrop University, B.S. – 2017
  • Degree in Business Administration with concentration in Financial Planning

Roles & Responsibilities

  • Financial Planning data entry and analysis
  • Drafting Financial Plan deliverables for advisor review
  • Advisor and Client Service support
Robert "Steve" Paris

Robert "Steve" Paris

Paraplanner
More about me...

Contact

robert.3.paris@ampf.com

864.250.3000

Qualifications

  • More than 20 years of service
  • Experience in multiple roles with the company
  • FINRA Series 7, Series 63 & Series 65 licensed
  • SC State Life and Health Insurance licensed
  • SC State Annuties licensed
  • United States Naval Academy, B.S.- 1976

Roles & Responsibilities

  • Pulling portfolio rebalance reports
  • Preparing investment deliverables
  • Executing trades
  • Moving cash at client's request
Jaclyn Cahill

Jaclyn Cahill

Client Service Specialist
More about me...

Contact

jaclyn.cahill@ampf.com

864.250.3000

Qualifications

  • Over 5 years client support and administrative experience in the Financial Services industry
  • SC State Life and Health Insurance licensed
  • The State University of New York Cortland, B.S. - 2009
  • The State University of New York Cobleskill, A.A. - 2007

Roles & Responsibilities

  • Greeting clients and answering calls
  • Scheduling and confirming appointments
  • Meeting preparation and notes
  • Follow-up correspondance
  • Business processing and tracking
  • Client Concierge activities and events
Sophie Samra

Sophie Samra

Paraplanner
More about me...

Contact

sophie.samra@ampf.com

864.250.3000

Qualifications

  • Winthrop University, B.S - 2018
  • Degree in Business Administration with concentration in Financial Planning
  • Internships with several financial advisory practices covering a variety of roles

Roles & Responsibilities

  • Meeting preparation, notes and summary letters
  • Advisor and Client Service Support
  • Electronic and print media Marketing support