The Team
A.I.I. Financial Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Thom Newcomb

Thom Newcomb

Private Wealth Advisor

More about me...

Contact

thom.w.newcomb@ampf.com

850.438.9118

Designations

MBA, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business

Education

MBA, Finance, University of West Florida, Pensacola, FL
CA Insurance #0K36253 AR License #3235490

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Tim Mc Larty

Tim Mc Larty

Financial Advisor

More about me...

Contact

timothy.b.mclarty@ampf.com

850.438.9118

Designations

CMFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

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Steve Lovoy

Steve Lovoy

Financial Advisor

More about me...

Contact

joseph.s.lovoy@ampf.com

850.476.0903

Top Areas of Focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments

Education

University of West Florida, BA Communication Arts

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Alicia Ahern

Alicia Ahern

Financial Advisor

More about me...

Contact

alicia.x.ahern@ampf.com

850.438.9118

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

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William Wright

William Wright

Associate Financial Advisor

More about me...

Contact

william.b.wright@ampf.com

850.438.9118

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

Auburn University-BS Finance

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Hill Turner

Hill Turner

Financial Advisor

More about me...

Contact

hill.turner@ampf.com

850.438.9118

Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

B.A. Economics, Business Vanderbilt University 1977

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Stephen Plauche' Bartlett

Stephen Plauche' Bartlett

Financial Advisor

More about me...

Contact

stephen.bartlett@ampf.com

850.438.9118

Top Areas of Focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments

Education

Bachelor's Business Administration, Loyola University of the South in New Orleans, 1979

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Jack Lowrey

Jack Lowrey

Financial Advisor

More about me...

Contact

jack.lowrey@ampf.com

850.438.9118

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

BS, Finance, Auburn University, Auburn, AL (1981)

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Kevin Odom

Kevin Odom

Financial Advisor

More about me...

Contact

robert.odom@ampf.com

850.438.9118

Top Areas of Focus

  • Business Retirement Plans
  • Insurance
  • Estate Planning Strategies

Education

University of West Florida 1989, BS in Management, Pensacola FL

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Corey D Schaul

Corey D Schaul

Associate Financial Advisor

More about me...

Contact

corey.schaul@ampf.com

941.893.3460

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Bachelor's Degree, Finance, DePaul University, Chicago, IL
CA Insurance #0M12326

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Warren Strauss

Warren Strauss

Financial Advisor

More about me...

Contact

warren.strauss@ampf.com

941.893.3460

Designations

MBA

Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

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Julie Mekhail

Julie Mekhail

Financial Advisor

More about me...

Contact

julie.mekhail@ampf.com

941.893.3460

Designations

AAMS®

Top Areas of Focus

  • Investment Management
  • Women's Financial Strategies
  • Estate Planning Strategies
CA Insurance #0L16206

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Jeff Conroy

Jeff Conroy

Associate Financial Advisor

More about me...

Contact

jeffrey.conroy@ampf.com

850.417.7327

Designations

MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies

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Jorge Torrens

Jorge Torrens

Financial Advisor

More about me...

Contact

jorge.torrens@ampf.com

850.438.9118

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

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Our Staff

Sue Torrey

Sue Torrey

Client Service Associate
Alysa Skiles

Alysa Skiles

Office Manager
Assistant
More about me...

Contact

alysa.l.skiles@ampf.com

850.438.9118 Ext. 3005

Lisa Johnson

Lisa Johnson

Administrative Assistant
Marie Saccomanno

Marie Saccomanno

Client Service Associate
Sam Shields

Sam Shields

Financial Planning Assistant
More about me...

Contact

samantha.shields@ampf.com

850.438.9118 Ext. 3026

Tina Lebel

Tina Lebel

Paraplanner
More about me...

Contact

christina.m.lebel@ampf.com

850.438.9118 Ext. 3004

Amber Moen

Amber Moen

Client Service Specialist
More about me...

Contact

amber.moen@ampf.com

850.438.9118 Ext. 3007