Fax | 314-469-3445
E-mail | firstname.lastname@example.org
Amy Wollenberg established a foundation in the financial services industry with over twelve years in retirement services management and advisor project consultation. As her knowledge base grew, so did her desire to understand the individualized financial needs and goals of others.
Amy’s financial consulting practice is based on inquiry, clarity and candor. Through the use of meaningful questions, Amy delivers clear answers to complicated topics in an honest and candid manor. The results allow for collaboration to meet the financial planning needs of clients.
Areas of Expertise
- College and Retirement Planning
- Financial Goals Analysis
- Wealth Preservation
- Asset Protection
- LPL Financial Advisor
- Bachelor of Science in Economics, Illinois State University
- Master’s in Business Administration, E-Business Concentration, University of Phoenix
Outside The Office
Amy and her husband, Scott, proudly returned to her hometown of Saint Louis in 2012, following twelve wonderful years in Houston, Texas. While keeping up with their daughters’ fun activities fills most free time, family vacations are a must as they love introducing their girls to the world through travel. Few things are better than a long road trip complete with good music, great food, unplanned adventures and visiting family and friends.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.