Our Advisors

Dickinson J Miller

Dickinson J Miller

Private Wealth Advisor

Andrew Paulson

Andrew Paulson

Financial Advisor

Our Staff

Dr. Philip Mattar

Dr. Philip Mattar

Financial Planning Specialist
Vice President
More about me...

Contact

Philip.mattar@ampf.com

202.550.2232

Personal Intro

Dr. Mattar is originally from Haifa, Palestine. He served as the Editor in Chief of two encyclopedias on the Middle East.

Qualifications

  • Over twenty years of investing for endowments and individuals
  • Graduated from Columbia University with a Ph.D.
  • Fellow at USIP and at the Woodrow Wilson Center

Roles & Responsibilities

  • Portfolio analysis for diversification, risk tolerance, quality products, fees, and tax efficiency.
Hannah Brooks

Hannah Brooks

Operations Director
More about me...

Contact

hannah.brooks@ampf.com

202.293.9797 Ext. 1

Personal Intro

Hannah Brooks was born in Atlanta, GA, where she enjoyed singing and playing guitar with her family. She was also a collegiate rugby player.

Qualifications

  • Majored in Biological Anthropology with a concentration in Medical Anthropology at Appalachian State University in Boone, NC

Roles & Responsibilities

  • Schedules and confirms client meetings
  • Coordinates and implements management tasks and client inquiries
  • Trains and coaches staff
  • Manages Internship programs
Michelle Mancari

Michelle Mancari

Paraplanner
More about me...

Contact

michelle.mancari@ampf.com

202.293.9797

Personal Intro

Michelle grew up in a military family and now resides in the DC area. She plays actively in various volleyball leagues and recently became a certified diver.

Qualifications

  • Certified Financial Planner ®
  • Accredited Portfolio Management Advisor ®
  • Accredited Wealth Management Advisor ®
  • Series 7 and 66 Licensed
  • 2013 Virginia Tech Graduate with a BS in Finance and a concentration in Financial Planning

Roles & Responsibilities

  • Monitors and aides in the completion of Financial Plans
Alvin Huang

Alvin Huang

Financial Planning Assistant
More about me...

Contact

Alvin.Huang@ampf.com

202.293.9797 Ext. 6

Personal Intro

Alvin is originally from Saratoga, CA. At Georgetown University he hosts a radio show focused on hip-hop and R&B.

Qualifications

  • Pursuing a Finance and Operations & Information Management double major and an English minor at Georgetown University's McDonough School of Business Class of 2018
  • Series 7 and 66 licnensed

Roles & Responsibilities

  • Analyze client assets and cash flows to help create financial planning recommendations
  • Support paraplanner in ad-hoc research projects for financial planning clients
Lindsay Gong

Lindsay Gong

Investment Specialist
More about me...

Contact

lindsay.gong@ampf.com

202.293.9797

Personal Intro

Lindsay is a D.C. native who spent her 2017 summer studying abroad at Oxford University and travelling across Europe.

Qualifications

  • A junior at Georgetown University with a double major in Finance and Accounting and a minor in Economics
  • Series 7 and 66 licensed

Roles & Responsibilities

  • Oversee all managed accounts
  • Portfolio balancing and trading
Soonhwa Jo

Soonhwa Jo

Client Service Coordinator
More about me...

Personal Intro

Soona is one of our interns from Busan, South Korea. She is spending the next six months in DC after working with Kaplan International in New York.

Qualifications

  • Majored in Economics at Pusan National University

Roles & Responsibilities

  • Coordination and Assembly of client meeting folders
Katelyn Focella

Katelyn Focella

Client Service Coordinator
More about me...

Contact

katelyn.focella@ampf.com

202.293.9797 Ext. 1

Personal Intro

Katelyn is originally from Long Island, New York where she enjoyed fencing on her high school's varsity team.

Qualifications

  • Current sophomore at the Georgetown University McDonough School of Business pursuing a double major in Finance and Accounting with a minor in Italian

Roles & Responsibilities

  • Coordination and assembly of client meeting folders