About Amy Pearson
I began my career as a teacher, where I discovered how much I enjoy helping others learn and grow. Nearly ten years ago, I made the transition into financial advising so I could continue teaching in a new way—by helping people learn how to be wise with their money. Over the years, I’ve learned that people have a wide range of confidence levels when it comes to saving and managing what they’ve been given. My goal is to meet clients where they are, provide clear guidance, and help them move forward with confidence.
I specialize in creating tax-savvy retirement and legacy plans that help clients make the most of what they’ve built while preparing for the future. Whether it’s developing a retirement income strategy or structuring a legacy plan, I strive to make complex financial decisions understandable and manageable.
Outside of work, I enjoy staying active by working out, playing golf, and traveling with my family. I also value being involved in my community and volunteer with the New Ulm Chamber of Commerce, Junior Achievement, MLC, MVL, and my church.
Community Impact
Meet My Team
