The Team
Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we help our clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Ted Williams

Ted Williams

Financial Advisor

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Contact

theodore.p.williams@ampf.com

717.431.0522

Designations

MBA

Top Areas of Focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies

Education

Master of Business Administration, Bloomsburg University, 1986, Bachelor of Science, Business Economics, Bloomsburg University , 1985

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Our Staff

Cindy Williams, MS

Cindy Williams, MS

Operations Manager
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Contact

cynthia.j.williams@ampf.com

717.431.0522

Qualifications

  • Millersville University
Melinda Moyer

Melinda Moyer

Client Service Specialist
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Contact

melinda.moyer@ampf.com

717.431.0522

Qualifications

  • West Chester University
Nancy Rohrer

Nancy Rohrer

Financial Planning Assistant
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Contact

nancy.rohrer@ampf.com

717.431.0522

Qualifications

  • Lock Haven University