Team profile


Our approach

Our passion is helping you plan to achieve your goals today and many years down the road. Life is full of milestones: a dream home, a business venture, a college education, a confident retirement. We start with a conversation to define your interests, values and dreams. Then, we build a personalized plan to help you pursue your immediate and long-term goals. Along the way, we provide advice and guidance, make adjustments as needed, and keep you on track. No matter where you are in life, our approach instills confidence about your future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning

Awards & recognition

  • Odyssey Financial Advisors, Ameriprise Client Experience Award, 2020

Community participation

Thank you to all who join us in the effort to end hunger in Northern Kentucky!
Thank you to all who join us in the effort to end hunger in Northern Kentucky!

If you or someone you know is interested in volunteering with us, please call our office and speak with Ashley Roderick, or email Ashley.Roderick@ampf.com