Meet Our Team

At Advisors Management Group, we are a team of experienced and dedicated professionals—committed to serving individuals and small businesses in all areas of financial decision-making.

We invite you to contact us directly and look forward to getting to know you on a personal level. While you are here, take a moment to meet our staff.

Home » About Us » Staff Directory

Administrative Assistant

Rebecca Agamaite

MBA

Client Experience Manager & Investment Advisor Representative

Office Administrator

Trading Specialist

EA

Director of Payroll Services, Senior Accountant, Tax Preparer, Tax Manager & Business Consultant

Chief Compliance Officer & Investment Advisor Representative

RTRP

Chief Financial Officer, Investment Advisor Representative & Tax Preparer

CFP®

Director of Trading, Investment Advisor Representative & Tax Preparer

Chief Executive Officer, Investment Advisor Representative & Portfolio Strategist

Chief Operating Officer, Investment Advisor Representative & Portfolio Strategist

Sarah Degenhardt

Executive Assistant & Client Liaison

Bookkeeper

EA

Tax Preparer

Director of Administration

Samantha Haucke

Office Administrator

Administrative Assistant

Director of Financial Planning, Investment Advisor Representative & Tax Preparer

Executive Assistant & Client Liaison

EA

Director of Business Consulting, Senior Accountant & Tax Preparer

Investment Advisor Representative & Tax Preparer

Julie Stelmaszewski

Accounting Specialist & Tax Preparer

Investment Advisor Representative & Tax Preparer

Payroll Specialist

Accountant, Business Consultant & Tax Preparer

Accountant & Tax Preparer

Secure Your Financial Future