Amy has over 18 years of experience working with high-net-worth clients. According to Amy: ""I absolutely love working with great people who are committed to meeting their financial goals and want to enjoy their lives.

Amy has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003. She spent the majority of her career as a Senior Wealth Manager at Budros, Ruhlin & Roe (now Corient) before she branched out on her own.

Amy is also a Certified Divorce Financial Analyst, CDFA®, and has over 10 years of experience helping individuals and couples in the midst of a divorce. She always prefers to be engaged as soon as possible to add the most value, but early in the divorce, mid-divorce, or at the end when it is time to move accounts is all still highly valuable.

Business Hours: Mon - Fri: 8 AM - 5 PM; Sat - Sun: CLOSED
Contact Name: Amy Kelly