Our Advisors

Bret Urbanski

Bret Urbanski

Financial Advisor

Melissa Saleeby

Melissa Saleeby

Financial Advisor

Mitch Hodgkiss

Mitch Hodgkiss

Associate Manager

Tommy Truman

Tommy Truman

Financial Advisor

Our Staff

Joshua Patterson

Joshua Patterson

Registered Practice Associate
Financial Planning Specialist
More about me...

Contact

joshua.d.patterson@ampf.com

704.916.6921

Roles & Responsibilities

  • Focuses on providing clients confidence through financial planning with goal development, financial analysis, strategy implementation and regular planning discussions.
Karen Trounson

Karen Trounson

Registered Client Service Associate
Client Concierge
More about me...

Contact

karen.trounson@ampf.com

704.916.6898

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.