Our Advisors

Larry Fox

Larry Fox

Private Wealth Advisor

Aaron D Sannes

Aaron D Sannes

Private Wealth Advisor

Joshua Katcher

Joshua Katcher

Financial Advisor

David Hook

David Hook

Financial Advisor

Kyle Rasmussen

Kyle Rasmussen

Financial Advisor

Stephanie M Holding

Stephanie M Holding

Financial Advisor

Our Staff

Shanna L. Sperfslage

Shanna L. Sperfslage

Operations Manager
More about me...

Contact

Shanna.Sperfslage@ampf.com

319.234.7000

Personal Intro

Shanna’s role is crucial in facilitating smooth function of the overall day-to-day business operation, always in an effort to cultivate a proactive, goal-oriented and values-driven team. She leads the development of workflow efficiencies and effective processes in the back office to support the Dedicated Team Approach.

Kristi K. McCarty

Kristi K. McCarty

Executive Assistant
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Contact

Kristi.K.McCarty@ampf.com

319.234.7000

Personal Intro

Kristi’s primary focus is to provide support to leverage the CEO and Partner Advisors in carrying out the responsibilities associated with leading the practice. She is knowledgeable of the Larry K Fox & Associates concepts, practices and procedures and relies on experience and judgment to accommodate executive-level administrative activity and support at its highest level.

Carly J. Pagel

Carly J. Pagel

Marketing Manager
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Contact

carly.pagel@ampf.com

319.234.7000

Personal Intro

Carly’s primary focus is to direct the overall marketing and communication functions of the practice to deliver the Larry K. Fox & Associates brand promise and its unique value proposition in the marketplace to target potential prospects, existing customers and advisor recruits.

Christine K. Roberts

Christine K. Roberts

Client Service Specialist
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Contact

Christine.K.Roberts@ampf.com

319.234.7000

Personal Intro

Chris’s role is important in the establishment of a positive client experience each time a client contacts the practice, whether face-to-face or over the telephone. Chris is usually the first person to interface with customers; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.

Jake L. Rosalez

Jake L. Rosalez

Client Concierge
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Contact

jacob.rosalez@ampf.com

319.234.7000

Personal Intro

At our practice, we refer to our client concierges as paraplanners. The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Jake serves the client to ensure an exceptional client experience is achieved.

Abby J. Brekke

Abby J. Brekke

Client Concierge
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Contact

abby.brekke@ampf.com

319.234.7000

Personal Intro

At our practice, we refer to our client concierges as paraplanners. The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Abby serves the client to ensure an exceptional client experience is achieved.

Ann Chappo

Ann Chappo

Assistant
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Contact

ann.chappo@ampf.com

319.234.7000

Personal Intro

Ann oversees the firm's bookkeeping, budgeting, and financial statement analysis.