Amy Rose Herrick

 

In 1991 Amy left the corporate realm to work with small businesses and individuals.

 

She expanded her professional expertise to include becoming a qualified Insurance Agent for:

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•  Life

•  Disability

•  Critical Illness

•  Long Term Care

•  Group

•  Air Ambulance coverages.

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Not satisfied that she had all the planning tools needed to advise clients to the best of her ability in changing economic climates, in the early 90’s she also took the necessary training and ongoing educational hours necessary to secure:

 

•  Tax preparation professional status

• Chartered Financial Consultant (ChFC)

 

Amy's love of teaching others naturally included authoring:

 

• Articles

• Short stories

• Regular columns in local newspapers

• Chapter contributor to two books

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In addition to her love of writing and teaching others Amy is a dynamic adult educational speaker who can engage with her audiences by breaking down complex concepts into manageable ideas that are easily understood using:

 

• Custom designed presentations

• Educational seminars

• One time or series of classes

• Webcasts

• Employer-sponsored events

• Community presentations

• One on one private consultations

 

Amy's professional expertise extends into situations that encompass:

 

• Financial issues related to cash flow 

• Debt structure

• Income tax reduction

• Charitable giving

• Business succession plans

• Mental or physical incapacity at any age

• Life insurance settlements for unwanted policies

• Overall estate planning

• ....and more!

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Client services available encompass a wide range of structures including:

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• Corporate

• Individual

• Small business

• Non-profit status

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Amy and her family relocated from the Midwest to call the beautiful island of St. Croix their family home in early 2011.

 

Amy continues to serve a wide range of clients on the U.S. mainland coast to coast as well as clients residing in the US Virgin Islands.

 

Amy launched Money With Amy in late 2014 to enable her to share her wisdom and expertise acquired in her 30-plus years of experience in the financial services field.

 

Please call Amy at 785-224-8954 or email Amy using the link on this page if you would like to schedule a group educational presentation or to visit about her ability to serve your unique needs on a one on one session.

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