Edina, Minnesota 55435
Amy is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Divorce Financial Analyst (CDFA®) designation with over 25 years of experience in the financial services industry. She has superbly navigated the different ways men and women think about money in order to represent agreeable resolutions in more than 1000 collaborative and mediation divorce cases. Her strength in presenting workable options with logical reasoning and clear data has a way of making people feel comfortable and supported. Amy’s approach to custom financial solutions has given countless clients a neutral space to make well-reasoned financial decisions for their futures — and for their loved ones. She also offers one-party divorce settlement support.
Her services don’t end once a divorce settles. Amy will continue to advise clients on retirement and investment decisions, budgeting, caring for adult children or parents, home and car purchases, refinancing and anything else that relates to a client’s financial life. By remaining accessible and open to any questions, the entire team at AJW Financial helps clients avoid pitfalls and make decisions that align well with their plans long-term.
Professional ActivitiesMinnesota Collaborative Law Institute, member, past board member and past president International Academy of Collaborative Professionals, member, past board member Daisy Camp, board member and frequent speaker Financial Planners Association of MN, member and past board member
Bachelor of Science - Business, University of MN, Carlson School of Management, 1992
Student Exchange Program, University of Puerto Rico - Rio Piedras, 1989-1990
College of Financial Planning, 1995, CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
The Institute for Divorce Financial Analysts, 2002 Certified Divorce Financial Analyst® (CDFA®)