We are thrilled to announce that Amy Tawney has joined the Total Wealth Planning team as our Client Experience Advocate. Amy brings a wealth of experience and a deep passion for enhancing client and team interactions. She is already proving to be an invaluable addition to our team.
About Amy Tawney
Amy joins us with a strong background in both customer service and management. She earned her Bachelor’s degree in Childcare Administration from Seton Hill University in Greensburg, PA, where she developed a strong foundation in administration and interpersonal communication. Prior to joining our team, Amy honed her skills as a Sales and Wedding Event Manager at a local wedding venue, where she mastered the art of creating memorable and seamless experiences for clients on their special days.
Amy calls Maineville home, along with her two children. Outside of work, she enjoys spending quality time with her family, exploring new interests, and supporting the dreams and passions of those around her.
Her Role at Total Wealth Planning
In her role as Client Experience Advocate, Amy will be a key member of our operations team, ensuring that interactions with our firm leave a lasting positive impression. Whether she is welcoming clients and prospects with a warm greeting or supporting the team with crucial operational tasks, Amy’s focus will always be on enhancing the client (and the team) experience. Cincinnati has many great wealth management firms, so we’re excited for Amy’s support to elevate experiences to make working with Total Wealth Planning an obvious choice for families seeking a financial advisor.
We are confident that Amy’s enthusiasm, organizational skills, and dedication to client service will greatly contribute to the experiences of our team and clients.
Please join us in welcoming Amy Tawney to the Total Wealth Planning family!
Rob Siegmann is a partner and chief operating officer of Total Wealth Planning, a fee-only fiduciary financial planning firm in Cincinnati (Blue Ash), Ohio. He is often quoted in industry publications such as The Cincinnati Business Courier, Wall Street Journal, Yahoo finance, Financial Planning Magazine, Cincinnati Enquirer as well as others. Rob is grateful to serve others, including his team of CERTIFIED FINANCIAL PLANNER™ practitioners and the clients they serve, so they can live their greatest life through well informed and prudent financial decisions. Rob can be reached at rsiegmann@twpteam.com.
