Our Team

Amy Spalding Financial Planner

Amy Spalding, CFP®

Financial Planner

I’m passionate about financial planning and bring a wide variety of business and life experience to support client’s goals and dreams. As a former corporate Commodity Buyer and Business Analyst for three Fortune 500 companies, I have 15+ years of success in procurement, contract negotiation, project management, business development, system optimization, training and business consulting. I’m also a Registered Yoga Teacher (RYT).

I changed careers into financial planning after wanting to better understand my own family’s financial picture and help others do the same. I’m a curious, life-long learner and love the field of personal finance because there is always more to learn. I love this work because of the people behind the numbers. Personal finance touches every facet of life- the hard work, joys, fears, dreams and legacy we want to leave. I’m honored to be a part of that process.

In my free time, I enjoy spending time in nature, reading, listening to a good podcast, volunteering and staying active through yoga, weights, walking and gardening. I love spending time with my husband, Steve, our four children and four pets- including a three legged dog named Tom.


  • Miami University Oxford, OH- BS Business Management, double major in Procurement and Organizational Behavior, Finance minor.
  • RYT


  • Certified Financial Planner™

Fun Facts

"Nothing ever goes away until it has taught us what we need to know."

- Pema Chodron




Want to know the right questions to ask a financial planner to make sure they have your best interests at heart? We’ve got you!

questions to ask a financial advisor