Kelly Wealth A. posted a review

Wed, 12 Nov 2025 00:00:00 GMT

Amy has over 18 years of experience working with high-net-worth clients. According to Amy: ""I absolutely love working with great people who are committed to meeting their financial goals and want to enjoy their lives. Amy has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003. She spent the majority of her career as a Senior Wealth Manager at Budros, Ruhlin & Roe (now Corient) before she branched out on her own. Amy is also a Certified Divorce Financial Analyst, CDFA®, and has ove... Read More »

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Kelly Wealth A. posted a review