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Experience

Amy is a manager in the wealth management practice. She specializes in helping families and individuals with investment consulting, personal financial planning, estate planning and settlement, and education savings.

Amy holds a BA in finance from Michigan State University. She is also a member the MSU club of West Michigan and Inforum of West Michigan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

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