The Team
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

Will Rogers

Will Rogers

Private Wealth Advisor

More about me...

Contact

will.rogers@ampf.com

706.312.2000

Designations

CFP®, BFA, ChFC®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Education

B.A. Communication, University of Montana, 1991
AR License #1344555

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Heather Winner

Heather Winner

Financial Advisor

More about me...

Contact

heather.a.winner@ampf.com

404.275.1867

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

MBA in Financial Risk Management, Georgia State University, 2008, BA in Finance, Georgia State University, 2004

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Our Staff

Andrea Stripling

Andrea Stripling

Client Service Specialist
More about me...

Contact

andrea.stripling@ampf.com

706.312.2000 Ext. 3

Qualifications

  • 30 years industry experience