Amy is a dedicated Paraplanner with over seven years of experience delivering comprehensive financial strategies that help clients confidently pursue their biggest life goals from retirement, tax, cash flow, estate, and education to family security and everything in between.

What she loves most is partnering with people to turn complex financial pictures into clear, actionable plans. Amy brings deep expertise in all areas of holistic planning, always with a focus on listening first, educating thoroughly, and empowering clients to make decisions that feel right for their unique situation.

When she is not crunching numbers you’ll find Amy in central Minnesota cherishing time with her four children and two grandchildren, the best reminder every day of why strong financial foundations truly matter.