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, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
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 son and working on DIY projects around the house.
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.
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