I am dedicated to helping serious, long-term investors achieve their financial goals and dreams. My clients are #1 in my office and I am here to help them organize and grow their wealth, preserve it from life's unknowns and transfer it to loved ones when the time comes. This is my "why" and I love what I do.
I believe in working together toward your goals, using an established process and having transparency in fees. Our office takes pride in providing exceptional service while organizing and simplifying every aspect of your financial life.
I started as a financial advisor in 2000. I have since worked for two other firms and taught several credited college classes in personal finance at Waukesha County Technical College. I am committed to continuing my education and deepening my knowledge base for my clients which is why I have pursued various designations. I currently hold my CFP®, ChFC® (Chartered Financial Consultant) and CRPC® (Chartered Retirement Planning Counselor) in addition to a number of licenses.
My husband, Nick, and I moved back to this area in 2003, where we both grew up. We have two wonderful boys who both enjoy golf and attend school in Merton. Our oldest son, who was born three and a half months early at 1 lb. 3 oz., is preparing for his final academic years before college. Our youngest son aspires to be a professional MLB player and keeps us busy on and off baseball fields.
Outside of the office, I enjoy spending time with my family, attending our boys' events, traveling, reading and being a part of the community. I am involved with the Merton Community School District and Waukesha Memorial NICU Parent Advisory Board.
If I can be of service, please feel free to call me at: (262) 563-1452.
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Mailing AddressP O Box 578
Merton, WI 53056
Phone NumberAmy L Williams at (262) 563-1452
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