The Team
Cornerstone Advisors
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Brady Koss

Brady Koss

Financial Advisor

More about me...

Contact

brady.j.koss@ampf.com

715.623.3036

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies

Education

Chippewa Valley Technical College-Eau Claire, WI 2009-Business Management

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Rhonda Klement

Rhonda Klement

Financial Advisor

More about me...

Contact

rhonda.klement@ampf.com

715.623.3036

Designations

CRPC®

Top Areas of Focus

  • Insurance
  • Retirement Planning Strategies
  • Investment Management

Education

Chartered Retirement Planning Counselor, College for Financial Planning 2015

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Ted Fox

Ted Fox

Private Wealth Advisor

More about me...

Contact

ted.fox@ampf.com

715.849.3697

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

BS Bachelor of Science, 1990, Business, Indiana University, Bloomington, IN

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Douglas Dahlke

Douglas Dahlke

Financial Advisor

More about me...

Contact

douglas.m.dahlke@ampf.com

715.849.3697

Designations

CRPC®, RICP®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

B.S. Business, 1993 Cardinal Stritch College ,Milwaukee,WI

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Sandy Hagemeister

Sandy Hagemeister

Associate Financial Advisor

More about me...

Contact

sandra.a.hagemeister@ampf.com

715.849.3697

Designations

CRPC®

Top Areas of Focus

  • Saving for Education
  • Women's Financial Strategies
  • Investments

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Our Staff

Kris Rose

Kris Rose

Client Service Specialist
Sharon Van Epps

Sharon Van Epps

Financial Planning Specialist
Mona Fox

Mona Fox

Operations Director
Rhonda Abel

Rhonda Abel

Client Relationship Manager
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