Amy Jamrog, CFP, CDFA in

Amy Jamrog, CFP, CDFA

Examiner · DISC type sc
Founder at The Jamrog Group
📍 Holyoke, Massachusetts, United States

Amy Jamrog is the CEO and founding partner of The Jamrog Group, a fee-based financial planning firm. A Certified Financial Planner®, she is also a best-selling author, coach to other advisors, and keynote speaker. She holds a Bachelor of Arts in American Literature & Creative Writing from Middlebury College.

Outside of work, Amy enjoys creative and colorful pursuits like crocheting and interior decorating. She can often be found paddleboarding, on a pontoon boat on the Connecticut River with her partner Kim, or enjoying a country music concert. Her passion for community involvement includes serving on several non-profit boards.

In recognition of her work supporting women in the financial services industry, she was named the "Allyship Champion of the Year" by InvestmentNews.

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Experience
29 Years
Current Role
Founder
Job Level
Leadership
Location
Holyoke, Massachusetts, United States
Personality Overview

How Amy shows up

Late Adopter
Tough To Convince
Overcautious

They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Amy cares about

Women's Empowerment
Named "Allyship Champion of the Year" by InvestmentNews and creates resources for women advisors and clients to help them build confidence with their money.
Advisor Coaching
Through her firm, Four Wings Consulting, she coaches hundreds of financial advisors nationally, aiming to increase their results, profitability, and happiness.
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Career

Work history

10-1996
Founder
The Jamrog Group
1-2020
Founder & Coach
Four Wings Consulting
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1989 - 1993
Bachelor of Arts
Middlebury College
CFP®
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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