Our financial advice team

Tina Doelling

Marketing Specialist

christina.doelling@ampf.com 860.426.9950 Ext. 116

Roles & Responsibilities

• Assists with client events, client appreciation, and social media.
• Assists clients with scheduling and service needs, making clients feel welcome prior to meeting with their advisors, and completing meeting preparation and follow up.

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Angela Gambino

Client Service Manager

Angela.Gambino@ampf.com 860.426.9950 Ext. 110

Qualifications

• BS in Finance from Southern CT State University, 2018

• CRPC™

• SIE, Series 7 & Series 66 Licensed
• Life, Accident & Health Insurance Producer's License
• Notary Public

Roles & Responsibilities

• Assists Financial Advisors and AFAs in managing and organizing office work flow and interacting with clients at an expert and professional level.

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Bill Hett

Financial Planning Specialist

William.Hett@ampf.com 860.426.9950 Ext. 104

Roles & Responsibilities

• Engage with clients throughout the financial planning process, assisting with data gathering, asset/liability reviews, and cash flow analysis.

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Lindsey Pierce

Client Service Specialist

lindsey.pierce@ampf.com 860.426.9950 Ext. 109

Qualifications

• BBA in Marketing from Post University, 2020

Roles & Responsibilities

• Assists clients with scheduling and service needs, making clients feel welcome prior to meeting with their advisors, and completing meeting preparation and follow up.

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Rachel Rousso

Operations Manager

Rachel.Rousso@ampf.com 860.426.9950 Ext. 107

Qualifications

• BFA™
• CRPC^®
• Notary Public
• BS in Mathematics from Central Connecticut State University 2014

Roles & Responsibilities

• Reviews work methods and procedures for possible quality improvements and efficiencies.
• Human Resource leader, providing ultimate oversight of team, staff and advisor meetings, payroll, time and attendance, benefits, employee realtions and office management.
• Creates and updates team marketing materials, manages team website, social media, and sponsorship.
• Assists with the training and development of staff.
• Organizes team and client events.

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Jo-Ann Scalora

Client Service Specialist

Jo-Ann.Scalora@ampf.com 860.426.9950 Ext. 108

Qualifications

• Notary Public
• CRPC^®

Roles & Responsibilities

• Assists Financial Advisors and AFAs in managing and organizing office work flow and interacting with clients at an expert and professional level.

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Kathy Tremblay

Administrative Assistant

katherine.tremblay@ampf.com 860.426.9950 Ext. 111

Qualifications

• BS in Psychology from University of Hartford, 1989
• Notary Public

Roles & Responsibilities

• Assists clients with scheduling and service needs, making clients feel welcome prior to meeting with their advisors, with an emphasis on creating and delivering a unique client experience.

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