Our Advisors

Andy Davis

Andy Davis

Private Wealth Advisor

Shawn C Quam-Schulz

Shawn C Quam-Schulz

Financial Advisor

Steve Fagan

Steve Fagan

Financial Advisor

Jan Peterson

Jan Peterson

Financial Advisor

Our Staff

Susan Everett

Susan Everett

Practice Manager
Managing Partner
More about me...

Contact

Susan.L.Everett@ampf.com

608.424.5784 Ext. 7004

Rita Davis

Rita Davis

Financial Planning Specialist
Chartered Financial Analyst®
More about me...

Contact

rita.x.davis@ampf.com

608.424.5784 Ext. 7002

Personal Intro

Qualifications

  • Bachelor of Business Administration in Finance, UW-Madison 1984
  • Chartered Financial Analyst 1990
  • Ameriprise Financial since 1997 – Planning Analyst
  • State of Wisconsin Investment Board 1984-1997
Linda Thomas

Linda Thomas

Paraplanner
Client Service Specialist
More about me...

Contact

linda.j.thomas@ampf.com

608.554.4855 Ext. 7007

Marybeth Friske

Marybeth Friske

Client Concierge
Financial Planning Assistant
More about me...

Contact

Marybeth.Friske@ampf.com

608.424.5784 Ext. 7000