Financial Planning
& Investment Analysis
for Every Client and Business

Amy T. Sharp, CMFC, MSFP, CWS, MPAS, CFP® has 31-years of experience helping clients to reach their financial goals.  This is done through a comprehensive financial planning & investment analysis that is thoroughly completed with every prospective client or business owner that comes to see Ms. Sharp for the first time and will continue through the life of the financial relationship.

Ms. Sharp believes so strongly in educating her clients that these two services are provided on a complimentary basis for every client annually with individual reviews each quarter.