The Team
Watson and Associates

Our passion is assisting clients in feeling more confident about their financial decisions for retirement. Utilizing a team approach, we look to be readily available to help clients with their financial needs and goals. We consider excellent client service and quality advice as two of our top priorities. Our team focuses on personalized strategies for tax and estate planning, executive benefits, and retirement.

Our Advisors

Philip John Watson

Philip John Watson

Private Wealth Advisor

More about me...

Contact

philip.j.watson@ampf.com

630.541.5300

Designations

MBA, CRPC®, CLTC®, APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Employee Stock Options

Education

Wheaton College, 1984, B.S. Education, Benedictine University, 1993, MBA
CA Insurance #0H66993

VISIT MY WEBSITE

Michael Sbertoli

Michael Sbertoli

Associate Financial Advisor

More about me...

Contact

michael.a.sbertoli@ampf.com

630.541.5300

Designations

CFP®

Top Areas of Focus

  • Saving for Education
  • Family Finances
  • Investments

Education

Bachelors Degree in Finance, University of Illinois at Urbana-Champaign, 2007

VISIT MY WEBSITE

Brian Titus

Brian Titus

Financial Advisor

More about me...

Contact

brian.r.titus@ampf.com

630.541.5300

Designations

CRPC®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Saving for Education

VISIT MY WEBSITE

Shawn Kennedy

Shawn Kennedy

Associate Financial Advisor

More about me...

Contact

shawn.l.kennedy@ampf.com

630.541.5300

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

VISIT MY WEBSITE

Barth Morreale

Barth Morreale

Financial Advisor

More about me...

Contact

barth.morreale@ampf.com

630.427.4567

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

BS Bachelor of Science, Degree in Economics, University of Illinois, Champaign-Urban, Illinois

VISIT MY WEBSITE

Our Staff

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MSF

Investment Manager
Jim Carter MBA, CPA

Jim Carter MBA, CPA

Financial Planning Specialist
More about me...

Contact

James.1.Carter@ampf.com

630.541.5300

Roles & Responsibilities

  • Tax Professional
Kenneth Naatz

Kenneth Naatz

Client Service Specialist
Cherie Chin

Cherie Chin

Paraplanner

Kelly Fulsang

Financial Planning Assistant