About Us - Thimbleberry Financial
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About Us

Your Team

Amy Groshong Walls, CFP®, RICP®, CRPC®

President and Financial Advisor

amy.walls@thimbleberryfinancial.com

Amy has been a financial advisor since 2003. She is a CERTIFIED FINANCIAL PRACTITIONERTM 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.

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Christinia Sardam, FPQPTM

ParaPlanner

christinia.sardam@thimbleberryfinancial.com

Christinia is one of those people that loves helping. At Thimbleberry, Christinia helps behind the scenes as part of our financial planning team. Christinia joined the financial industry in 1997, and quickly specialized in public retirement plans. In 2006, she became a Certified Financial Paraplanner Qualified ProfessionalTM from the College of Financial Planning.

When she isn’t working, Christinia can be found spending time with her four grandbabies. She enjoys funny movies, entertaining friends and family, painting and decorating, mission work, and belly dancing.
She also loves to travel, especially if the destination involves water.

Loren Surmeli

Administrative Assistant

loren.surmeli@thimbleberryfinancial.com

Loren’s title of Administrative Assistant isn’t quite right, “Paperwork Guru” would be more appropriate. She’s the gal that creates and processes paperwork related to accounts and insurance. Loren has worked in financial services since 2015, and originally gained her experience working in the property and casualty insurance arena.

When she isn’t working, she enjoys spending time with her husband, Riyad, and their two daughters. They enjoy browsing the farmer’s markets and attending local music and art festivals. Her goal this year is to try kickboxing because it is outside her comfort zone; she is currently a long-distance cyclist.

Check out my background on FINRA’s BrokerCheck at http://brokercheck.finra.org.