NAPFA Fall 2023 National Conference Speaker

Amy is the Founder/Owner of Rooted Planning Group. She has had varied experiences in her financial career and successfully transitioned to opening her own firm, the Rooted Planning Group, in 2016. She currently serves on the Finance Committee for Fund for Women of the Southern Tier, the Endowment Committee for ART's Council of the Southern Finger Lakes, and the Corning-Painted Post Historical Society. She has previously served on the board for Faith-in-Action Steuben County and on the Human Ecology Committee for Cornell Cooperative Extension. Amy is currently on the NAPFA national Board of Directors.