Our Advisors

Sylvia Karimian

Sylvia Karimian

Financial Advisor

David Karimian

David Karimian

Private Wealth Advisor

Our Staff

Pam Woods

Pam Woods

Paraplanner
More about me...

Contact

pam.a.woods@ampf.com

918.388.2006

Personal Intro

Pam has been a member of Sylvia’s practice for more than 25 years. She executes client transactions and money movements, prepares and processes paperwork and provides client service. She is a member of the Financial Planning Association. With her husband Jeff, Pam lives near Talala on Oologah Lake. In her spare time, she enjoys reading, yard work, spending time with family and playing with her cats.

Qualifications

  • Oklahoma Life, Health and Variable Annuity license
  • Series 7, 63 and 65

Roles & Responsibilities

  • Process client transactions and money movements
  • Questions regarding banking and payout arrangements, confirmations or trades
  • Requests for payout changes and redemptions
  • Questions on year-end tax reporting for 1099s and cost basis information
  • Paperwork and forms requests
  • Estate Settlements
Lorianne Williams

Lorianne Williams

Financial Planning Assistant
More about me...

Contact

lorianne.m.williams@ampf.com

918.388.2000 Ext. 105

Personal Intro

Lorianne began working with Sylvia in January 2010. She is now fully licensed and continues to work with Sylvia and David toward becoming an advisor. Lorianne has held membership withthe FPA® since 2008. She and her husband Cole welcomed their son Ralph into the family in August 2015. They enjoy country life with their two dogs, volunteering with the youth group at their church, racing ATVs, and staying active.

Qualifications

  • Bachelor's Degree in Business Administration with a focus on Financial Planning - Northeastern State University
  • Oklahoma accident and health, life, and variable life/variable annuity insurance licensee
  • Series 7
  • Series 66

Roles & Responsibilities

  • Planning changes; collecting planning information
  • Client contact information
  • Appointment scheduling
  • Paperwork requests
  • Online client experience assistance
  • Client Service
Ronda Fletcher

Ronda Fletcher

Executive Assistant
Event Planner
More about me...

Contact

ronda.fletcher@ampf.com

918.388.2000 Ext. 106

Personal Intro

Ronda has 15 years of experience in administrative and client service in wealth management and financial services.

She is the event planner for our practice. She greets clients for office appointments and communicates with clients when scheduling appointments. In her free time, she enjoys scrapbooking, crafts, floral design, event planning and spending time with family.

Qualifications

  • Bachelor of Arts from Washburn University, Topeka KS

Roles & Responsibilities

  • Appointment scheduling
  • Client contact information
  • Marketing and Event Planning
Staci Paul

Staci Paul

Administrative Assistant
More about me...

Contact

staci.paul@ampf.com

918.524.9925

Personal Intro

Staci graduated from NSU Broken Arrow with a Bachelor’s in Business Administration. She’s very active in her community. Her passion is dancing. She is a Zumba Ambassador at her local YMCA. Staci belongs to Life Church and helps baby sit during the Sunday evening services. She has an adorable nephew, Jayden, and spoils him a little too much. She enjoys the outdoors, including camping, floating and visiting parks.

Qualifications

  • Bachelor Degree fron NSU Broken Arrow in Business Administration

Roles & Responsibilities

  • Forms processing
  • Client Service
  • Client Contact Information