Amy Wright, a native of Ankeny, Iowa, graduated from Ankeny High School and earned a Bachelor of Arts degree in Accounting from the University of Northern Iowa. As an Enrolled Agent with 20 years of experience advising clients on investment and personal tax planning, she is dedicated to helping individuals navigate all aspects of personal finance, from college savings to retirement planning. Amy holds a Series 6, 63, and 65 license, as well as Life and Health Insurance licenses, and is passionate about empowering her clients to achieve their financial goals efficiently.
Amy and her husband Jeff live in Ankeny, where they stay busy keeping up with their three kids and their various activities. Outside of work, Amy is actively involved in her community, often found volunteering at her children's school, attending their extracurricular events, or helping out at church. Balancing her professional and personal life, Amy values the time she spends supporting her family and giving back to her community.