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

Shannon Lutze

Shannon Lutze

Private Wealth Advisor

More about me...

Contact

shannon.m.lutze@ampf.com

262.784.9000

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments

Education

University of Wisconsin Whitewater, BBA Finance, 1999
AR License #2843769

VISIT MY WEBSITE

Our Staff

Natalie Buslee

Natalie Buslee

Client Service Specialist

Office Manager
Teresa Cluka

Teresa Cluka

Client Concierge

Event Planner
James Magliocco

James Magliocco

Financial Planning Analyst

More about me...

Contact

james.magliocco@ampf.com

262.784.9000 Ext. 204