Lunch & Learn - Take Control of your Financial Wellbeing

Amy Balster is passionate about helping individuals, families, and small business owners navigate their financial future with confidence. She believes financial planning should empower people through education, allowing them to make informed decisions and focus on what they do best.
Prior to becoming a Financial Advisor, Amy built a diverse professional career that included a decade in real estate and more than 10 years in corporate retail leadership. These experiences gave her a practical understanding of personal financial goals, as well as the unique opportunities and challenges faced by small business owners and professionals.  She prides herself on taking the time to truly understand her clients and tailoring options for their specific needs.
A committed community leader, Amy served for six years on the Westerville Chamber Board of Trustees, including as Board Chair. She lives and works in Westerville, where she and her family are active members of the community.