Amy is the founder and owner of Rooted Planning Group, a 100% women-owned, fee-only financial planning firm.
As a kid, she always liked numbers. She would spend hours creating math problems and solutions. Whenever she wanted to play math teacher, her brother was forced to be her student! Given her love of facts and figures, it’s really no surprise that she chose a career where she worked with numbers.
Amy has 29 years in the financial services profession and her passion is to provide financial planning that looks at all aspects of your life and how your finances support you. She believes that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires.
She started Rooted Planning group because she wanted to offer financial PLANNING services. She believes that our profession has a tendency to focus on “assets under management,” and she wanted to focus on the journey of your life (what she refers to in her podcast as your financial “vineyard''). She truly believes that, like wine, life and finances have different palettes that should be celebrated and not judged.
She is the author of "Uncork Your Finances" and podcast host of Wine and Dime, which were both created as a way to blend two of her passions together and take the "scary" out of finance.
Education
She holds a masters degree (MPAS®) in personal financial planning, as well the following designations:
- Certified Financial PlannerTM
- Enrolled Agent
- Certified College Financial Consultant
- Certified Divorce Financial Analyst
- A Certified Financial Therapist-Level I™ Professional
Community
In addition to serving on several boards, she serves as a mentor to other women in the profession, sat on the National Board of the National Association of Personal Financial Planners (NAPFA) from 2020 – 2023, and now is a Trustee of the NAPFA Foundation, all in hopes of having a professional influence on the number of women in the profession (or lack thereof).
