Amy Andersen Email & Phone Number
Health and Wealth Strategist @ Forsythe Findley Wealth Advisors
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Amy Andersen Location
- Kansas City, MO, US
Amy Andersen Work
- Health and Wealth Strategist @ (October 2025 - Present)
- Compliance Analyst @ (May 2019 - May 2023)
- Agency Supervisory Officer (ASO) @ HighPointe Financial Group, LLC (August 2016 - May 2019)
- AVP, Financial Solutions Advisor @ (February 2015 - August 2016)
- Financial Advisor @ Velocity Financial Group (December 2013 - February 2015)
- Field Representative, Financial Advisor @ (July 2009 - February 2015)
- Agency Control Officer (Compliance) @ Woody Financial Group, Inc. (April 2011 - December 2013)
- Personal Account Executive @ Twin Financial Inc (February 2005 - July 2009)
- Stock Broker @ (April 2000 - February 2005)
Amy Andersen Education
- University of Central Missouri (formerly Central Missouri State University)
Bachelor of Science in Business Administration - Finance (BSBA in Functional Finance)
Amy Andersen Skills
- Life Insurance
- Income Protection
- Disability Insurance
- Investments
- 401k
- Investment Strategies
- Wealth Management
- Cash Flow
- Retirement Planning
- Wealth Accumulation
- Retirement
- Mutual Funds
- Estate Planning
- Long Term Care Insurance
- Health Insurance
- Variable Annuities
- Fixed Annuities
- Managed Money
- Risk Assessment
- Separately Managed Accounts
- Risk Management
- Financial Planning
- Securities
- Team Building
- Finance
- Training
- Management
- Coaching
- Business Continuity Planning
Amy Andersen Summary
- Amy Andersen, based in Kansas City, MO, US, is currently a Health and Wealth Strategist at Forsythe Findley Wealth Strategies. Amy Andersen brings experience from previous roles at Prosperity Network of Advisors, HighPointe Financial Group, LLC, Merrill Edge and Velocity Financial Group. Amy Andersen holds a Bachelor of Science in Business Administration - Finance in BSBA in Functional Finance @ University of Central Missouri (formerly Central Missouri State University). With a robust skill set that includes Life Insurance, Income Protection, Disability Insurance, Investments, 401k and more. Amy Andersen has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Forsythe Findley Wealth Advisors Employees
Jeffrey Plummer
President
St. Louis, MO, US
Ethan Roelle
Financial Representative
Chesterfield, MO, US
Amy Andersen
Health and Wealth Strategist
Kansas City, MO, US
Michelle Mitchell
Vice President
St. Louis, MO, US
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