Amber has been in the financial and insurance services industry since 2015 and is a Certified Plan Fiduciary Advisor (CPFA). The National Association of Plan Advisors awards this designation for demonstrating knowledge, expertise and commitment to working with retirement plans.
Amber earned a Bachelor of Arts degree in Liberal Arts & Psychology from Pepperdine University, while earning a Multiple Subject Teaching Credential in the states of California and Kansas. Amber is currently pursuing the CFP (Certified Financial Planner) certification through Boston Institute of Finance.
Currently, Amber's day to day duties include serving her individual and corporate clients and supporting the firm’s efforts with Dave Ramsey’s SmartVestor Program.
Outside of work Amber enjoys spending time with her husband, daughter, and son, traveling, and spending time outdoors. Amber enjoys giving back through Make-A-Wish Foundation, her local animal shelter, Brown County Humane Society, NorthRidge Church and local community organizations.
Designations:
Series 7, 66 through IFP Securities.
Certified Plan Fiduciary Advisor (CPFA)
