Amy McKinley is driven by the pursuit of excellence in all she does, and clients experience this drive every day in her work with them. Amy strongly believes that sound financial advice leads to overall wellness for her clients and empowers each family she works with to make wise financial decisions based on their own unique situation. Each client has different needs, and as an advisor, she knows that she must serve in different ways. From those starting out and learning to invest to those planning for or already enjoying retirement, Amy is an educator, counselor, and guide that can take you from where you are to where you need to be.
Like her sister Lori, Amy grew up watching her father care for his clients and multiple generations of their families. Today, Amy works with generations of the same families her father has helped for years. She and her family care for you and your family.
Outside the Office
Amy and her husband, Dave have been together since middle school. Together they have two children and have created a beautiful and rewarding life on their farm, complete with livestock and peaceful country living. She and her family are active in their church and spend much of their time supporting their children’s sports teams and extra-curricular activities. In their limited free time, they enjoy hunting and fishing together.
Amy earned a B.S. in Organizational Management Leadership. She holds FINRA Series 7 and 66 licensure and Life and Health Insurance Licenses.