AMG Wealth Management
Antonio Gomez
Founder & Wealth Management Advisor|CFP®, AEP®, RICP®, CLU®, ChFC®
Expertise | Integrity | Strength
Meet the Team
Whether checking off an item off the "To Do" list or amending the wholistic plan, you've got a team of experts behind you. Together, we've got you covered.
We're committed to providing exceptional service to each of our clients. If we can be helpful, please reach out & we are happy to help you!
James Finnegan
Kelsey Finn
Executive Assistant
Stephanie Skakandi
Director of Investment Operations and Services
Coretta Logan-Bond
Director of Insurance Operations and Services
Alison Giacco Vogt
CLF®
Director of Events and Philanthropy
Linda Chan
Director of Client Relations
Nicholas H. Davis
Director of Supervision
Team Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Accredited Estate Planner® (AEP®)
The AEP® designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
Retirement Income Certified Professional® (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Chartered Life Underwriter® (CLU®)
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Chartered Financial Consultant® (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Chartered Advisor in Philanthropy® (CAP®)
The Chartered Advisor in Philanthropy® (CAP®) provides the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.
Lending a hand in our community.
Being partnered with Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
