Firm Paraplanner
 

Amy Dietz

 

Firm Paraplanner

adietz@ifnmidwest.com
T: 513-794-5069
F: 513-794-1096

Amy is a paraplanner at IFN. This means she looks into clients investments and determines a best fit for their needs, whether they are looking for income, growth, or tax savings. She also functions as a project manager for 4 different advisors in the office.

Professional Services
-Comprehensive Financial Planning
-Goals Based Plans
-White Glove Investment Solutions

Education
-University of Cincinnati
Finance

Civic and Charitable Affiliations
-SPCA Cincinnati

Family
Amy lives in Florence with her boyfriend and 3 dogs.

Hobbies
Amy enjoys volunteering, trying new food, traveling and wine in her time away from work.

 

Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 (513) 794-6794. Licensed to offer life insurance, disability insurance, health insurance in OH, IN, KY, PA & CA. Registered Representative licensed to sell securities in OH, IN & KY.
* Tax and/or legal advice is not offered by Amy Dietz(consult your tax professional for additional guidance regarding tax-related matters.)