Senior Wealth Advisor

Amy is a Senior Wealth Advisor and serves as a Relationship Manager with 20 years of experience in the financial planning profession. Amy’s passion and favorite part of her work is connecting with clients, helping to guide families through their ever-changing lives with confidence and peace of mind.

Amy’s interest in financial planning began in high school and strengthened in college, being drawn to the connection between the numbers and the emotional aspect of money and investing. After graduating from Western Kentucky University with a B.A. in finance and certificate in financial planning, Amy got her start in the financial planning profession at Hilliard Lyons and earned the CERTIFIED FINANCIAL PLANNER™ designation. Over the next 11 years, she served in several roles, from creating hundreds of comprehensive financial plans for high net-worth families to leading the financial planning process from discovery to implementation with clients within a 3-state region. She then joined Saling Wealth Advisors in 2016.

Outside of work, Amy loves spending time with her husband, Jason, and sons, Jordan and Collin. They are usually playing outside or at a ball field, where Amy is known to be an “enthusiastic” spectator. She also enjoys activities and projects where she can work with her hands, like gardening, painting, and cooking.

Education

Professional Designations