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3300 Edinborough Way, Suite 550
Edina,
Minnesota
55435
Phone: 952-405-2000
Fax: 952-405-2001
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Simplify Your Life
Financial requirements and needs are as varied as the individuals who have them. No "cookie-cutter" approach to financial management can take the place of a trusted partner who understands you and your goals and can help you implement a plan to realize them.
At AJW, we combine the investing knowledge you need, with the personal touch you want. Our priority is to build understanding and connection, so we can provide you with complete, long-term solutions, not just financial products. A wealth of financial information is now available, which makes decisions more complex. We take on the responsibility of sifting through that information and providing you with just as much or as little as you need to make your decisions.
At AJW, we recognize women and their courage. No one has more courage than women in transition.
AJW takes a holistic approach to providing the financial support that encourages independence and freedom for women in transition. Whether we prepare a customized financial plan, develop a personalized cash flow strategy, manage your investments, or collaborate with your other trusted advisors, we want you to succeed. And we want you to feel empowered in the process.
AJW helps women experience their strength, independence, and freedom. Let us help you find yours.
An Experienced Professional
Amy, a Certified Financial PlannerTM practitioner, has over 13 years of experience in the financial services industry. She actively pursues continuing education in the technology and management of financial services. Her passion lies in helping individuals - especially women - navigate the challenges of life changes and major events.
Amy appreciates the trust her clients and colleagues place in her by making her part of their team- indeed, part of their life. In working with attorneys, accountants, and other professionals, Amy provides knowledgeable perspective on the financial piece of the puzzle as clients encounter the challenges and changes along life's path.
Credentials
Amy holds a Bachelor of Science in business from the Carlson School of Management at the University of Minnesota. She is a Certified Financial PlannerTM practitioner (CFP®). Amy offers securities and investment advice through Financial Network Investment Corporation, member SIPC.
Amy is serving on the Board of Directors for the Financial Planners Association of Minnesota (FPA) and the Collaborative Law Institute of Minnesota. Through her work with the Collaborative Law Institute, she works to promote a cooperative approach to dissolution of marriages. She enjoys being a member of the National Association of Women Business Owners, The Institute for Divorce Financial Analysts, and the International Association of Collaborative Professionals.
An Active and Fulfilling Life
Amy, Minnesota born and raised, puts as much energy and passion into her personal life as she does in her career. To quench her quest for new challenges, Amy will try just about any sport or outdoor adventure at least once.
Speaking of outdoors, that's where Amy loves to be whenever she can. In the spring and summer, you'll find her attending to her abundant flower garden or consuming yet another book, poolside.
Please email us or visit our website for additional information.
