Amie Brower, AWMA®, AIF®, CPFA®

Amie Brower, AWMA®, AIF®, CPFA®

Director of Financial Planning

Amie’s primary focus is overseeing our Financial Planning practice where she works with clients to develop, update, and stress-test a personalized financial plan. She provides our clients with an objective comparison of their planning options. Whether you are just starting to save, changing jobs, saving for college, planning for retirement, or anything in-between and beyond, Amie can help you gain perspective and make decisions in the context of your own situation.

 

Before joining the team, Amie worked as an investment specialist assistant at Skylight Financial Group in Cleveland, Ohio. Amie has earned the designations of Accredited Wealth Management Advisor SM, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor. She holds the FINRA Series 7 and 66 registrations and is a registered representative of Commonwealth Financial Network. She is also a licensed life and health insurance agent. Amie graduated from the University of Minnesota with a degree in Finance and a minor in Political Science.

 

In her spare time, Amie enjoys cooking, traveling, and attending Yard Goat baseball games. She lives in South Glastonbury, CT, with her husband, Kyle, and their two sons, Connor and Logan. Amie grew up in Duluth, MN, and they travel back frequently throughout the year to enjoy cabin time at the lake with extended family.

 

To schedule a time to discuss your plan or our Financial Planning Services, please contact Amie at (860) 266-1572 or amie@meritagefs.com.