"My vision is to service current and future LSB clients and local metro citizens with all their financial and investment needs."

Education:

Amy grew up in Ankeny and graduated from Ankeny High School.  She went to the University of Northern Iowa in Cedar Falls and graduated with a Bachelor of Arts degree in Accounting.
 

Experience: 

Amy has 20 years of experience advising clients on their investment and personal tax planning.  She enjoys helping her clients with all aspects of their personal finance needs from saving for college to retirement planning and is passionate about helping her clients understand and reach their financial goals in the most efficient manner.

Credentials:

  • Series 6 Investment Products/Variable Contract Representative
  • Series 63 Uniform Securities Agent State Law
  • Series 65 Uniform Investment Advisor Law
  • Series 6, 63, and 65 securities registrations held through LPL Financial
  • Life and Health Insurance Licenses

Personal Life:

Amy and her husband Jeff live in Ankeny and enjoy keeping up with their twins and active toddler. When Amy is not working, she can be found volunteering at her kids’ school, attending their extracurricular activities or helping at their church.

Get in touch!

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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