Over 18 years of experience in helping clients meet/exceed their financial goals. Specializing in retirement planning, college savings plans, investments, and life insurance. Amy is also a Smartvestor Pro financial advisor with Dave Ramsey/Ramsey Solutions. Amy lives in the Worthington, Ohio area with her husband Jason and three children (Abram, Andersyn, and Theodore).
*Offering Securities and Advisory Services through United Planners.