Our Advisors

Jill Lawrence

Jill Lawrence

Private Wealth Advisor

Scott Marquardt

Scott Marquardt

Financial Advisor

Joel McCann

Joel McCann

Financial Advisor

Shannon Johnson

Shannon Johnson

Financial Advisor

Steven G Rice

Steven G Rice

Financial Advisor

Mindy Reid

Mindy Reid

Financial Advisor

Our Staff

Heather Movrich

Heather Movrich

Paraplanner
More about me...

Contact

heather.r.movrich@ampf.com

320.693.7271

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
Melissa Granlund

Melissa Granlund

Paraplanner
More about me...

Contact

melissa.c.granlund@ampf.com

320.693.7271

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
Crescent Hoffman

Crescent Hoffman

Paraplanner
More about me...

Contact

crescent.a.hoffman@ampf.com

320.693.7271

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Arts in Accounting

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
James Bruggers

James Bruggers

Investment Specialist
CERTIFIED FINANCIAL PLANNER™ professional
Angie Zebro

Angie Zebro

Marketing Manager
More about me...

Contact

angela.x.zebro@ampf.com

763.543.5159

Personal Intro

In her free time, Angie enjoys spending time with her husband, Tim, and their children, Tyler and Alexis. She also enjoys sports, camping, photography, and traveling with friends and family.

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Science in Business Administration
  • Bachelor of Science in Marketing
Ross Brouwer

Ross Brouwer

Office Manager
More about me...

Contact

ross.2.brouwer@ampf.com

320.693.7271

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
Vicki Renne

Vicki Renne

Client Service Specialist
More about me...

Contact

vicki.2.renne@ampf.com

320.693.7271

Roles & Responsibilities

  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Works closely with the paraplanners to prepare paperwork prior to the client meeting
  • Contacts the client via telephone or mail for additional items needed for meeting
Jill Meyer

Jill Meyer

Administrative Assistant
More about me...

Contact

jill.m.meyer@ampf.com

320.693.7271

Roles & Responsibilities

  • Serves as the first point of contact for clients and visitors by greeting them and answering their phone calls
  • Coordinates the advisors' calendars and schedules all client meetings
  • Calls clients to remind them of their meeting date and time
Heather Lease

Heather Lease

Financial Planning Assistant