Amy Woock joined Total Wealth Planning in 2021 when her prior firm, Howell Financial Advisors, merged companies. She serves as an Associate Wealth Advisor and supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans.
Amy also supports clients with various administrative tasks and problem solving to make client lives a little easier. Previously, she worked as an actuary for several insurance firms in Michigan and the Central Indiana area.
Amy’s credentials include:
- Bachelor’s of Science degree in Actuarial Mathematics, University of Michigan
- Financial Paraplanner Qualified Professional (FPQP™)
- Associate of the Society of Actuaries (ASA) designation.
In 2002, Amy put her career on hiatus to stay home and raise her three children, now college-age. Amy, along with her husband and children, resides in Carmel, IN where she enjoys outdoor activities, and spending time with family and friends.