201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)
Amy has been part of the wealth management industry since 2000, providing financial and estate planning services to high-net-worth families. She coordinates investment management with tax, retirement, financial education and estate planning. In addition to serving her clients and working with individual families, Amy is a member of the firm’s leadership team and serves as office director for the Indianapolis, Indiana practice of BKD Wealth Advisors, LLC.
She also oversees the investment consulting services provided by those practices. These institutional clients include corporations, endowments, foundations and qualified retirement plans, e.g., 401(k), profit sharing, 403(b) and defined benefit plans. For these qualified plan clients, she helps fiduciaries understand and fulfill their responsibilities as well as design, implement and manage plans that help participants prepare for successful retirement.
Amy holds the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning, Centennial, Colorado. She also is a CERTIFIED FINANCIAL PLANNER™.
She is a graduate of Missouri State University, Springfield, with a B.A. degree.