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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Amy Posch

For the ten years prior to joining SmartPro, Amy was a small business owner, which provided her an ideal background for her career as a financial professional. Amy is proud to serve on a Dave Ramsey SmartVestor Pro Team. She is an advocate of Dave Ramsey’s philosophies and principles and uses his approach for achieving financial independence.

Amy is dedicated to quality, customer service, and long-term relationships. Her attention to detail, good listening skills, and great empathy are appreciated by her clients. She has a passion for helping people and believes in educating individuals and families to help them feel more comfortable with their personal finance plan. She strongly believes that the financial choices we make now help determine our financial success in the future.

Amy graduated from Eastern Michigan University with a degree in Business Administration and Accounting. She earned her Marketing Certificate from Cornell University. She currently holds a Series 6 Securities License along with Florida Life Insurance License.

Amy and her husband Tom reside in The Villages, Florida, and travel regularly to Savannah, Georgia to spend time with their two daughters. In her free time, Amy enjoys golfing, swimming, working out and bike riding.

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More About Amy:

  • Office Location: The Villages, FL
  • Series 6 License
  • Series 63 & 65 Licensed
  • Florida Life Insurance License

Locations Served

Contact

  • amy@smartprousa.com
  • 912-704-8154

State Licenses

FL, NC, NE, NV, OH, SC, TN

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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