Amy Kennedy has over 20 years of experience in Financial Services. She began her career in the mortgage industry, assisting hundreds of Louisiana families with their home purchase and refinance needs. Her active involvement in one of the most monumental decisions in the lives of her clients sparked a passion for helping people meet their financial goals. It was this desire to help others that drove Amy to broaden her knowledge and abilities by transitioning into Credit Union Management. For 10 years she grew into a Customer Service Industry leader by uncovering and meeting the financial needs of her Credit Union members, building relationships and leading her teams to exceed expectations. Through her credit union work she became heavily involved in community events and organizations. She organized events for business and families and served as an Ambassador for her local Chamber of Commerce.
Today, Amy’s wide-ranging experience affords her the opportunity to be an integral part of her client’s lives by helping them protect and grow their retirement savings. She considers it a privilege to be able to educate and guide her clients as they plan for a stress-free retirement.