Meet the team

Tina Doelling

Client Service Coordinator

christina.doelling@ampf.com 860.426.9950 Ext. 116

Roles & Responsibilities

• Schedules client meetings and confirms appointments with advisors.
• Greets and makes clients feel welcome prior to meeting with their advisors.
• Assists with client events, client appreciation, and website updates. Manages social media.
• Assists client service specialists with meeting preparation and follow up.

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Annie Funk

Client Concierge

Annie.Funk@ampf.com 860.426.9950 Ext. 111

Qualifications

• BS in Forensic Science from University of New Haven 2024.

Roles & Responsibilities

• Serves as the primary client contact, providing timely, professional support for account inquiries, forms, money movement, and the Ameriprise Client Experience/Secure Site.
• Assists Financial Advisors and AFAs with workflow management, organization, and client interactions
• Supports overall practice operations through responsibilities in client service, financial planning assistance, and office coordination

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Bill Hett

Financial Planning Specialist

William.Hett@ampf.com 860.426.9950 Ext. 104

Roles & Responsibilities

• Assists advisors in expertly managing and organizing office workflow, including running reports, tracking deliverables, and supporting all financial planning tasks and related communications
• Contributes to the financial planning process by analyzing/inputting data, reviewing assets and liabilities, conducting cash flow analysis, and preparing planning deliverables.

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Tyler Mearkle

Intern

tyler.mearkle@ampf.com

Lindsey Pierce

Client Service Specialist

lindsey.pierce@ampf.com 860.426.9950 Ext. 109

Qualifications

• BBA in Marketing from Post University, 2020

Roles & Responsibilities

• Assists Financial Advisors and AFAs in managing and organizing office workflow and interacting with clients at an expert and professional level.

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Rachel Rousso

Operations Director

Rachel.Rousso@ampf.com 860.426.9950 Ext. 107

Qualifications

• BFA™

• CRPC^®

• Notary Public
• BS in Mathematics from Central Connecticut State University 2014

Roles & Responsibilities

• Reviews work methods and procedures for possible quality improvements and efficiencies.
• Human Resource leader, providing ultimate oversight of team, staff and advisor meetings, payroll, time and attendance, benefits, employee realtions and office management.
• Creates and updates team marketing materials, manages team website, and sponsorship.
• Assists with the training and development of staff.
• Organizes team and client events.

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Angela Roy

Client Service Senior Manager

Angela.Roy@ampf.com 860.426.9950 Ext. 110

Qualifications

• BS in Finance from Southern CT State University, 2018
• SIE, Series 7 & Series 66 Licensed
• Life, Accident & Health Insurance Producer's License
• Notary Public

Roles & Responsibilities

• Supports overall practice operations, including client service, financial planning tasks, and workflow coordination.
• Streamlines office workflows and provides training and guidance to client service team members
• • Acts as the primary client contact, delivering timely and expert support.

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Jo-Ann Scalora

Client Service Specialist

Jo-Ann.Scalora@ampf.com 860.426.9950 Ext. 108

Qualifications

• Notary Public
• CRPC^®

Roles & Responsibilities

• Assists Financial Advisors and AFAs in managing and organizing office work flow and interacting with clients at an expert and professional level.

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