Our Advisors

Leasha Flammio-Watson

Leasha Flammio-Watson

Private Wealth Advisor

Our Staff

Katie McInerney

Katie McInerney

Client Service Manager
Financial Planning Specialist
More about me...

Contact

kathleen.mcinerney@ampf.com

321.622.8371

Qualifications

  • She earned her Associates in Science degree from Prairie State College.
  • Notary Public in Brevard County, FL.

Roles & Responsibilities

  • Katie's role is to help clients find solutions to questions or issues as quickly as possible on an ongoing basis
  • She is responsible for all necessary follow-ups subsequent to client meetings and I am always happy to assist clients when they call or visit.
  • With a strength in technology and workflow, she collaborates with the advisor to systemize and streamline internal practice procedure.

Patricia (Pippy) Overbay

Operations Manager