Experience Expertise & Integrity

Our Advisory Team

Our wealth planning and money management services are provided by a team of professionals with vast experience, education, and training. You are working with more than just an advisor. You are supported by the entire AMI team of experts.

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Ryan Cibull

Sales Associate

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Andrhe Cunha

Equity Analyst

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Matthew Dorband

Director of Sales and Marketing

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Annalisa Flore

Sales Associate

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Erin Gudino

Operations Associate

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Matthew Humiston

President

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Katharine Kim

Chief Compliance Officer

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Nancy Listiawan, CFP®

Equity Trader, Operations Associate

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Peter Mainstain

Partner

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Richard Schimbor, CFA

Senior Equity Analyst

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Daniel Schniedwind, CFA

Managing Director - Fixed Income

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Christian Sessing, CFA

Chief Investment Officer, Lead Equity Portfolio Manager

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William Tanner

Co-Founder and Chairman, Co-Equity Portfolio Manager

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Andrew Zamfotis, CFA

Co-Equity Portfolio Manager

Simplifying the Path Towards a Secure Future

As your financial partner, our mission is to provide you with the information you need to make the choices that matter most in your life.

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