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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

Meet My Team

Pathfinder Financial Group

Pathfinder Financial Group

Title: Team Practice
Website: https://connect.thrivent.com/pathfinder-financial-group

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Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Designations

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