The Team

Women face different financial considerations, you may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones,’ financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Our Advisors

Vivien Balcker

Vivien Balcker

Financial Advisor

More about me...

Contact

VIVIEN.BALCKER@ampf.com

954.308.4968

Top Areas of Focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts Degree - Eckerd College
CA Insurance #0I18381

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Jeff Rees

Jeff Rees

Financial Advisor

More about me...

Contact

jon.j.rees@ampf.com

954.308.4900

Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Income Strategies

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Manish Mukhi

Manish Mukhi

Financial Advisor

More about me...

Contact

mmukhi@ampf.com

301.634.5580

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans

Education

James Madison University, BBA , 1996, Series 7, Series 9, Series 10, Series, 52, Series 63, Series 65, Life & Health

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Todd Mackler

Todd Mackler

Branch Manager

More about me...

Contact

Todd.Mackler@ampf.com

954.308.4939

Designations

AAMS®

Top Areas of Focus

  • Family Finances
  • Business Retirement Plans
  • Retirement Plan Distribution

Education

BA Political Science Florida Atlantic University
CA Insurance #0K59259

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Our Staff

Ronni Puglisi

Ronni Puglisi

Registered Client Service Associate