Amy Groshong Walls, CFP®, RICP®, CRPC®, has been a financial advisor since 2003. She is a certified financial practitioner, TM, and has additional specialized credentials in retirement income planning. Amy is a 3rd generation financial advisor and sees her role with clients as being about education.
In this episode, new host Michelle O’Dell gets to know how and why she got into financial services in the first place. Most importantly, we learn her philosophies that shape financial planning that are tailored to each client’s requirements. Amy’s love for helping clients is why you want her on your side when it comes to making some of the biggest and most impactful decisions of your life.
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
