The Team

Our Advisors

Suzanne Johannsen

Suzanne Johannsen

Financial Advisor

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Contact

suzanne.e.johannsen@ampf.com

541.389.2528

Designations

CFP®

Top Areas of Focus

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

Education

University of Cincinnati - Bachelor's Degree in Business 1982 Magna Cum Laude
CA Insurance #0J17150

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Our Staff

Ollie

Ollie

Office Manager
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Qualifications

  • Sweet, lovable and friendly.
  • I love clients!
  • Maybe because I get a treat at every meeting!

Roles & Responsibilities

  • I usually bark at clients when they arrive.
  • I like to sleep through the meetings.
  • I walk clients to the door.
  • I get paid a dog bone a day for my contribution
Chris Katana

Chris Katana

Client Service Specialist
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Qualifications

  • B.S. in Finance from Oregon State University - 2011
  • 7+ Years of experience in Customer Service

Roles & Responsibilities

  • Currently my primary responsibilities include client service, scheduling and making people smile.
  • In addition, I am responsible for data entry, record retention, filing and business processing.
  • Personal Characteristics that are critical to our success are strong attention to detail, acting with integrity, and having fun!