About Amy Whitlach

With over 13 years of experience in financial planning, I value the relationships with my clients. I am passionate about making sure their families are protected and helping them achieve their goals. The relationship is client-focused and my goal is to communicate solutions in a way that they understand. My husband, Rob, and I along with our 3 active sons enjoy camping, music/theater, mission trips, and outdoor sports. Even though I have participated in 3 Thrivent Builds Worldwide projects to El Salvador, Portugal, and Hungary, it is important to me to give back to the Stuart, Jensen Beach, Port Saint Lucie, Hobe Sound, and Palm City area.

Giving Back to the Treasure Coast

  • Habitat For Humanity - Martin & St Lucie Counties
  • Helping People Succeed - Stuart
  • Hibiscus Children's Center - Jensen Beach, Ft. Pierce, Stuart
  • Madison's Miracles - Stuart
  • Molly's House - Stuart
  • Sarah's Kitchen - St. Lucie County
  • Treasure Coast Mission Coalition - Stuart

Education & Accomplishments

  • Bachelor's of Business Administration - Western Michigan University
  • FINRA Series 7
  • FINRA Series 66
  • CLTC (Certified in Long-Term Care) designation
Pathfinder Financial Group

Pathfinder Financial Group


Team Practice