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.

Administration
MBA
Investment Advisor Representative
Administration
Trading Manager
Accountant & Tax Preparer
EA
Payroll Services Managers, Senior Accountant, Tax Preparer & Business Consultant
RTRP
Chief Compliance Officer & Investment Advisor Representative
RTRP
Chief Financial Officer, Investment Advisor Representative & Tax Preparer
CFP®
Investment Advisor Representative & Tax Preparer
Chief Executive Officer, Investment Advisor Representative & Portfolio Strategist
Chief Operating Officer, Investment Advisor Representative & Portfolio Strategist
Director of Operations
Bookkeeper
Administration
AFSP - Record of Completion
Tax Preparer
Administration Manager
Investment Advisor Representative
Administration
Investment Advisor Representative & Tax Preparer
Director of Compliance
EA
Business Consulting Manager, Senior Accountant & Tax Preparer
Financial Planning Manager, Investment Advisor Representative & Tax Preparer
Investment Advisor Representative
Investment Advisor Representative & Tax Preparer
Payroll Coordinator
Tax Manager, Accountant & Business Consultant
Accountant & Tax Preparer

Secure Your Financial Future