Join us for an educational evening with Amy Jamrog, CFP CDFA Join us for an educational evening with Amy Jamrog, CFP, CDFA. Amy is a Certified Financial Planner®, a Certified Divorce Financial Analyst®, a best-selling author, speaker, coach, and the founding partner of The Jamrog Group. Over the past 28 years, Amy has helped thousands of individuals, families and business owners redesign their relationship with money. Investing in the community is a priority. Amy is proud to have participated in, and been awarded, the following distinctions: 2023: Invest In Others, Honorable Mention 2023: Women of Impact Awardee, Business West 2023 & 2020: Mass Mutual Community Service Award 2022 – Present: FINSECA, Board of Directors 2021 – Present: Dietz & Company, ESOP Board of Directors 2020: CFWM Distinguished Advisor in Philanthropy 2020-2023: Girl Scouts of Central & Western MA Board 2018: The NCCJ Human Relations Award Recipient 2017-2021: Health New England, Board of Directors 2010-2019: Trustee, The Community Foundation of W Mass 2001, 2005 & 2009: Northwestern Community Service Award To learn more about how Amy educates her clients, check out her book Life Savings Conversations. And if you’d like to build more celebration into your life, Amy’s book Confetti Moments will show you how! Amy has a Bachelor of Arts in American Literature & Creative Writing from Middlebury College. She also holds the following designations: Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Chartered Advisor in Philanthropy (CAP®). Amy and her partner Kim live in South Hadley, Massachusetts. They have two children, Charlie and Jane, as well as their dog Paisley. When not in the office, Amy can be found paddleboarding at the lake, or in her cowboy boots enjoying a country music concert!
