Our Advisors

Bradley Scott

Bradley Scott

Private Wealth Advisor

Our Staff

Sidney Barney

Sidney Barney

Operations Manager
More about me...

Contact

sidney.l.barney@ampf.com

626.447.4060

Qualifications

  • Bachelors from Whittier College
  • Series 7 License

Roles & Responsibilities

  • Sidney joined our firm in 2010 after 13 years in the municipal bond business. She assists with business development, complex client issue resolution and client events.
Wade Jones

Wade Jones

Financial Planning Analyst
More about me...

Contact

wade.jones@ampf.com

626.447.4060

Qualifications

  • Series 7 License and Series 66 License

Roles & Responsibilities

  • Wade has been with our team since 2016. He assists with financial planning analysis, investment strategy, trading and risk anyalysis.
Shaun Forrey

Shaun Forrey

Financial Planning Assistant
More about me...

Contact

shaun.forrey@ampf.com

626.447.4060

Qualifications

  • Bachelors from Idaho State University
  • Licensed Life Insurance Specialist

Roles & Responsibilities

  • Shaun has been with the team since 2018 and assists with financial planning analysis, editorial of financial summaries and preparation for client meetings.
Helena Vlahos

Helena Vlahos

Client Service Manager
More about me...

Contact

helena.vlahos@ampf.com

626.447.4060

Qualifications

  • Bachelors from University of California Los Angeles
  • Licensed Notary Public

Roles & Responsibilities

  • Helena has been with the team since 2018 and in her role meets the needs of our clients; along with scheduling and handling business processes.