Our Advisors

Jon D Goldstein

Jon D Goldstein

Private Wealth Advisor

Amanda Gausewitz

Amanda Gausewitz

Financial Advisor

Kyle Kerkenbush

Kyle Kerkenbush

Financial Advisor

Adam Peters

Adam Peters

Financial Advisor

David M Sharpe

David M Sharpe

Financial Advisor

Lisa Spadoni

Lisa Spadoni

Financial Advisor

Our Staff

Sabrina Breitenbach

Sabrina Breitenbach

Client Service Manager
CERTIFIED FINANCIAL PLANNER™ professional
More about me...

Contact

sabrina.breitenbach@ampf.com

608.831.3230 Ext. 324

Qualifications

  • Bachelor of Business Administration in Finance, University of Texas at Arlington
  • CFP® - CERTIFIED FINANCIAL PLANNER™ Professional
  • APMA® - Accredited Portfolio Management Advisor
  • CLTC® - Certified Long-Term Care & CRPC® - Chartered Retirement Planning Counselor
  • FINRA Exams: Series 7 - General Securities Representative, Series 31 - Futures Managed Funds, Series 66 - Uniform Combined State Law
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
Jagdeep Kaur

Jagdeep Kaur

Client Service Manager
Chartered Retirement Planning Counselor℠
More about me...

Contact

jagdeep.kaur@ampf.com

608.831.3230 Ext. 329

Qualifications

  • Bachelor of Science in Personal Finance, University of Wisconsin - Madison
  • CRPC® - Chartered Retirement Planning Couneslor
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Primary Contact for Clients
  • Direct Client Meeting Workflow
  • Coordinate Client Service Requests
Matt Paape

Matt Paape

Client Service Specialist
Chartered Retirement Planning Counselor℠
More about me...

Contact

matthew.paape@ampf.com

608.831.3230 Ext. 337

Qualifications

  • Bachelor of Science in Personal Finance, University of Wisconsin - Madison
  • CRPC® - Chartered Retirement Planning Couneslor
  • Wisconsin Licensed Agent in Life and Accident & Health lines

Roles & Responsibilities

  • Meeting Preparation & Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
Christi Levenson

Christi Levenson

Client Service Specialist
More about me...

Contact

christi.levenson@ampf.com

608.831.3230 Ext. 318

Roles & Responsibilities

  • Meeting Preparation & Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-up
JoAnn Henrickson

JoAnn Henrickson

Client Service Specialist
More about me...

Contact

joann.x.henrickson@ampf.com

608.831.3230 Ext. 340

Qualifications

  • Wisconsin Licensed Agent in Life and Accident & Health lines

Roles & Responsibilities

  • Meeting Follow-Up
  • Business Processing & Submission
  • Client Service Request Follow-Up
Andy Peters

Andy Peters

Operations Director
Managing Director
More about me...

Contact

andrew.peters@ampf.com

608.831.3230

Qualifications

  • Bachelor of Business Administration, University of Wisconsin - Madison
  • CPA - Certified Public Accountant

Roles & Responsibilities

  • Internal Accounting
  • Finance
  • Practice Operations
Jack Gausewitz

Jack Gausewitz

Investment Specialist
Paraplanner
More about me...

Contact

jonathan.c.gausewitz@ampf.com

608.831.3230 Ext. 323

Qualifications

  • Bachelor of Arts in Economics and Business Admistration, Ripon College
  • Member, Omricon Delta Episilon, International Economics Honor Society
  • APMA® - Accredited Portfolio Management Advisor
  • FINRA Exams: Series 7 - General Securities Representative, Series 66 - Uniform Combined State Law
  • Wisconsin Licensed Agent in Life, Accident & Health, and Variable Life/Annuity lines

Roles & Responsibilities

  • Account Maintenance & Transactions
  • Money Movement
  • Technology
Sam Dawiedczyk

Sam Dawiedczyk

Client Concierge
More about me...

Contact

samantha.dawiedczyk@ampf.com

608.831.3230 Ext. 361

Qualifications

  • Bachelor of Business Administration in Finance, University of Wisconsin - Whitewater

Roles & Responsibilities

  • Client Reception
  • Records Retention & Filing
  • Scheduling/Meeting Coordination
Anne Kime

Anne Kime

Executive Assistant
More about me...

Contact

anne.kime@ampf.com

608.831.3230 Ext. 339

Qualifications

  • Bachelor of Arts in History, University of North Carolina - Asheville
  • Bachelor of Arts in Nursing, University of North Carolina - Chapel Hill

Roles & Responsibilities

  • Executive Assistant to Jon Goldstein
Judy Miyagawa

Judy Miyagawa

Marketing Manager
More about me...

Contact

judy.miyagawa@ampf.com

608.831.3230

Roles & Responsibilities

  • Seminar & Event Planning
  • Social Media
Quintin Sharpe

Quintin Sharpe

Intern
More about me...

Roles & Responsibilities

  • Intern at Lake Geneva office location