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 finance. 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 presenting 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 has also held various PTO board positions through the schools, as well as the Westerville Parent Council, and is a 2020 graduate of Leadership Westerville.  Shortly after moving to Columbus from Minnesota, she and her husband Craig moved to Westerville, which was over 17 years ago.  They have enjoyed raising their two teenagers (Addie and Cooper), as well as their dog Ginger, in the community they love.  When not busy with work or kids’ activities, you can find her exercising at the community center or in Uptown enjoying a nice glass of wine.