Amy started her career in 2005 with Edward Jones Investments in Elmhurst, IL. She then moved to LPL financial in 2012 in Plymouth, MN where she started Wealth Strategies. She has delivered clients robust financial strategies that help them take charge of their life and achieve their short-term and long-term goals. Her all-inclusive view goes beyond just investments; its a road map that puts clients on track with their financial goals and life dreams. Working closely with clients using a holistic process to develop a customized plan that integrates all aspects of their financial life.
Amy takes the time to get to know her clients, understand their unique needs and goals, and create a customized investment plan that is tailored to their individual situation. Using this holistic process in planning helps incorporate their unique goals to provide the resources to live a confident and fulfilling life. Building a financial foundation helps the client to feel the financial independence that will enable them to pursue their goals and dreams with confidence.
Amy lives in Maple Grove with her husband Patrick and daughter Ella. In her free time, she enjoys running, going to the cabin on upper Gull Lake, nordic and downhill skiing, hiking, and spending time with family and friends.
Everyone's hope is that the financial decisions we make today will help us cover our wants and needs through the aging process. Understanding how your money can best work for you is even more critical, which means that we may need to be more intentional about financial planning as the following financial conditions arise.
Contact us today to prepare your financial independence.