Amelia West is a Certified Financial Planner™ with over 17 years of experience in helping individuals, families, and small businesses reach their financial goals. In her role as Wealth Advisor, she develops, updates, and presents financial plans to our clients as well as assists in the implementation of financial planning recommendations.
She has extensive experience working directly with clients of all ages in areas including estate planning, retirement income needs, Social Security strategies, investment portfolio management, and personal insurance reviews.
Amelia’s credentials include:
- Bachelors of science, Purdue University.
- Masters in Economics, Purdue University
- Certified Financial Planning Professional (CFP®)
- Member of the National Association of Personal Financial Advisors (NAPFA)
- Indiana Notary
She currently serves on the Indiana Education Savings Authority Board which oversees the Indiana 529 College Savings Plan. She also serves as a board member liaison to The Caring Center, a local food pantry serving the needy in Boone County. In her spare time, Amelia enjoys volunteering at church and spending time outdoors with her husband and son.