Our Advisors

Kent Thompson

Kent Thompson

Private Wealth Advisor

James Creber

James Creber

Financial Advisor

Dennis Hennings

Dennis Hennings

Financial Advisor

Timothy T Anderson

Timothy T Anderson

Financial Advisor

Dmitriy Bgatov

Dmitriy Bgatov

Financial Advisor

Our Staff

Crystalinda R. Ray

Crystalinda R. Ray

Practice Manager
More about me...

Contact

crystalinda.r.ray@ampf.com

858.795.2188

Qualifications

  • B.A., Administration - Management Concentration, Minor in Finance, California State University San Bernardino
  • California Insurance License #0I57159

Roles & Responsibilities

  • Crystalinda's goal is to ensure that clients receive excellent personalized service.
Cristina M. Jackson

Cristina M. Jackson

Paraplanner
More about me...

Contact

cristina.m.jackson@ampf.com

858.795.2188

Qualifications

  • B.S., Business Administration - Management Concentration, California State University San Marcos
  • Series 7 Securities License
  • Series 66 Securities License
  • California Insurance license # 0K39254
  • Notary Public - California, Commission # 1991939

Roles & Responsibilities

  • Cristina coordinates with your advisor to execute financial planning recommendations according to your personalized situation.
Michelle L. Simmons

Michelle L. Simmons

Paraplanner
More about me...

Contact

michelle.l.simmons@ampf.com

858.795.2188

Qualifications

  • B.A., Business Administration, University of Washington, Bothell
  • Over 20 years experience as a licensed paraplanner
  • Series 7 Securities License
  • California Insurance license # 0D00507
  • Series 65 Securities License
  • Series 63 Securities License
Stephanie Lu

Stephanie Lu

Client Service Coordinator
More about me...

Contact

stephanie.lu@ampf.com

858.795.2188

Qualifications

  • Double Major in B.A. Economics and B.A. Environmental Science & Health - University of Southern California
  • Minors-International Relations and Screenwriting

Roles & Responsibilities

  • Stephanie works with your advisor to prepare data and documents for your investment review.
Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager
More about me...

Contact

858.795.2188

Qualifications

  • B.A., Environmental Biology, University of Montana