That’s what we want to find out. Because that’s what’s important to us, too.
Isn’t that what financial planning and investing are all about — working toward what’s important to you? Whether you want to retire early or fully fund your children’s college education — or both! Our ultimate goal is to help you create and implement a plan to help you pursue what matters most to you.
We don't just ask your risk tolerance and give you a pre-packaged investment strategy. Instead, we listen. In fact, that's probably our greatest skill! Listening to you and understanding your values, fears, and how you'd like to maximize your future - both financially and personally. We dig deeper and find out what's really important to you, and also what the hurdles might be in getting you where you want to go. Only then do we build your financial plan and investment strategy, and help give you the support and guidance you need to make those dreams a reality.
Amy Powell, CFA®
Founder
Amy Powell is a seasoned financial advisor with over two decades of experience in the financial services industry. As the founder of AimWell Financial, Amy is committed to guiding clients toward financial success.
Rick Wedell
Chief Investment Officer
Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG's Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio ...
Bill Comber, CFP®, CEPA, ATFA
Financial Planner
Bill Comber joined AimWell Financial with over four years of experience in the financial services industry. Before transitioning to financial planning, he spent four years as a Trust Officer with Members Trust Company, focusing on...
Chris Manzione
Behavioral Finance Consultant
Lauren Simer
Client Service Associate
Camille Johnson
Director of Marketing