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Our financial advice team


Amy McMurdie

Amy McMurdie

CFP®, CRPC®

Financial Advisor

Balanced Rock Financial Group
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Domestic Partner Planning

Interests

  • I am married to Jeff with two children, Logan and Sydney
  • I love to be active.
  • I enjoy outdoor activities such as camping and hiking
  • Traveling is a passion

Community participation

- Member of the Kiwanis Club. A non-profit service organization that focuses on helping the children and the community of Twin Falls, Idaho and the Magic Valley.

- Serve on a Twin Falls Community Foundation nonprofit board of directors. Organization focuses on helping to make the Twin Falls community a better place. It assists community organizations to implement specific projects to improve the Twin Falls area.

- Support various charities throughout the year. Upcoming Rim 2 Rim event to support Habitat for Humanity of Magic Valley.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Cum Laude Finance, minor Economics, Utah State University, 2000