Team profile

Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits

Community participation

Amy serves on a Twin Falls Community Foundation nonprofit board of directors. She became involved with this organization because it 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.

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