Amy serves as the Director of Wealth Planning where she helps clients build and maintain comprehensive wealth management plans aligned with their values, priorities, and goals. By first creating a holistic perspective of a client’s financial picture, Amy can then lead a collaborative process to develop and implement customized financial planning strategies.
Amy has been in the financial planning profession since 2005. Prior to joining Saling Wealth Advisors, Amy was a Wealth Planner at Hilliard Lyons where she provided financial planning solutions to high net worth clients.
Amy has attained the certification of CERTIFIED FINANCIAL PLANNER™ professional.
She also earned the Chartered Wealth Advisor® designation from the Estate and Wealth Strategies Institute at Michigan State University and the Certified Business Exit Planner designation through Business Enterprise Institute.
When she's not in the office, Amy enjoys spending time with her husband and two sons, Jordan and Collin. They love playing outside and going on small adventures together.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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