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.
-Comprehensive Financial Planning
-Goals Based Plans
-White Glove Investment Solutions
-University of Cincinnati
Civic and Charitable Affiliations
Amy lives in Florence with her boyfriend and 3 dogs.
Amy enjoys volunteering, trying new food, traveling and wine in her time away from work.
* Tax and/or legal advice is not offered by Amy Dietz (consult your tax professional for additional guidance regarding tax-related matters.)