Amy Ahrens

Growing up in an entrepreneurial family gave me opportunities to be in and out of my family's mechanical contracting offices daily and the privilege of interning and working at an early age in the office.

As a history teacher, taking the big picture of the courses assigned, I broke the material into Quarterly, Weekly, and Daily segments similar to strategic planning for businesses and financial planning - identify the goal, and plan out a way to achieve the goal. As a business owner myself, budgeting, creating goals and action plans, marketing, customer acquisition, and building a successful business and team, and then coaching and teaching individuals how to do the same with their unique strengths are all where I can lead by example with my clients. I am tenacious about finding solutions, answers, and advocating for my clients. I love working with a variety of clients from starting out with building and stewarding wealth to business owners, to retirement. Each have their own challenges which together we can tackle and overcome. In our business, we try to integrate all aspects of your financial life from mitigation of risks to cash flow in and out of the household to efficiency of taxable income to legacy planning. When I understand what your values are, I can customize your financial plan around those in a purposeful way.