Assistant Vice President
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Amy says being a financial advisor means “being one of our client’s most valued resources by providing guidance and education, helping to plan for college and education expenses, preparing them for retirement, or saving for a rainy day. I provide clients with everything from basic financial guidance and education to planning for and funding college expenses, to preparing for retirement, or just saving for a rainy day.” She says she once dreamed of being president of the United States, and she’s coming close by helping others live out their American Dreams.
Amy’s impressive resume includes time in the Air Force, a decade of experience working for a Fortune 500 company, and six years as a (financial advisor) helping people plan their financial futures. She joined INB because of their inclusive culture and client centric focus. “Putting client’s needs first and helping them reach their goals is what drives me. It doesn’t matter where they are in the wealth accumulation process -- saving, establishing a budget, starting retirement savings accounts, buying a home, paying for college, preparing for retirement, or planning their estate. INB’s culture embodies my vision for serving all of my clients.” Amy finds it fulfilling to see someone reach any milestone, knowing she had a part in helping guide them there.
Amy holds a BA from St. Ambrose University and is working on her Masters in Finance at Purdue. She has a Series 7 & 66 Securities License, State Life & Health License, and has an Accredited Wealth Management Advisor designation from the College for Financial Planning. She has earned the title of Ramsey Preferred Coach (RPC), assuring she’s ready to help people create start-to-finish financial plans using the philosophy of renowned money expert Dave Ramsey.
Amy served as a trustee for the Village of Annawan, has served in Rotary and Kiwanis, and is a member of the Veterans of Foreign Wars and Illinois Women in Leadership.