The Team
Steven Marshall & Associates

Our mission is to help clients fund their lifetime goals, live with confidence, retire at a time of their choosing, and plan their legacy to those they care about and/or causes that they value.

Our Advisors

Kevin Haynes

Kevin Haynes

Financial Advisor

More about me...

Contact

kevin.haynes@ampf.com

703.774.1711

Designations

CFP®, CRC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies

Education

Bachelors of Science in Business, Financial Planning Concentration, Virginia Tech, Blacksburg, VA

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Our Staff

Tae Kneidinger

Tae Kneidinger

Financial Planning Specialist
CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Contact

Tae.K.Kneidinger@ampf.com

703.774.1706

Qualifications

  • Tae is a 2011 graduate of Virginia Polytechnic Institute and State University with a bachelors degree in Finance and a concentration in Financial Planning.
  • Licenses: FINRA Series 7 and Series 66; VA Life, Health and Variable Contracts
  • Certified Financial Planner Professional

Roles & Responsibilities

  • Supports our financial planning procecsses and every aspect of our unique client service system.
Beth Shiring

Beth Shiring

Practice Manager
More about me...

Contact

Elizabeth.Shiring@ampf.com

703.774.1705

Qualifications

  • Masters of Science, Marymount University
  • Bachelor of Arts, Virginia Polytechnic Institute and State University
  • Licenses: FINRA Series 7 and Series 66, VA Life, Health and Variable Contracts

Roles & Responsibilities

  • Supports our unique client service system and is available for scheduling needs, processing transactions and business processing.
Tasha N. Roberts

Tasha N. Roberts

Operations Specialist
More about me...

Contact

tasha.x.roberts@ampf.com

703.663.1155

Qualifications

  • Tasha is a 2009 graduate of George Mason University with a Bachelor of Science in Accounting.
  • Licenses: FINRA Series 7 and Series 66; VA, DC, MD, Life, Health, and Variable Contracts

Roles & Responsibilities

  • Supports all financial planning activities including processing transactions and managing business processing and follow up.
Jeremy Marshall

Jeremy Marshall

Client Relationship Manager
More about me...

Contact

Jeremy.Marshall@ampf.com

703.774.1710

Qualifications

  • Jeremy is a 2017 graduate of The University of South Carolina wtih a bachelors degree in Business Administration.

Roles & Responsibilities

  • Supports our financial planning process and every aspect of our unique client service system.