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Our financial advice team


Amy McMurdie Ameriprise Financial Advisor

Amy McMurdie

CFP®

Financial Advisor

Balanced Rock Financial Group
26
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. Recently ran the Twin Falls Rim 2 Rim
  • 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.

Support various charities throughout the year. Rim 2 Rim to support Habitat for Humanity of Magic Valley. CROP Hunger walk to help stop hunger and poverty in the community and around the world, through self-help initiatives.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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