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.

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
Executive Assistant & Client Liaison
Bookkeeper
Office Administrator
EA
Tax Preparer
Director of Administration
Office Administrator
Director of Financial Planning, Investment Advisor Representative & Tax Preparer
Executive Assistant & Client Liaison
Office Administrator
EA
Director of Business Consulting, Senior Accountant & Tax Preparer
Investment Advisor Representative & Tax Preparer
Accounting Specialist & Tax Preparer
Investment Advisor Representative & Tax Preparer
Payroll Specialist
Accountant, Business Consultant & Tax Preparer
Accountant & Tax Preparer

Secure Your Financial Future