Amy Wilson, CFP®, CKA®
Sr. Financial Planner
Greenwood, IN
Amy Wilson is a senior financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Amy uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining Ronald Blue Trust, Amy was the stewardship and finance coordinator for over seven years at Redeemer Presbyterian Church. While there, she implemented all financial functions and related processes and created and implemented a generosity plan to help the church grow a culture of generosity. Before her tenure at Redeemer Presbyterian Church, Amy worked for multiple non-profits and ministries. In her roles, she designed and executed successful fundraising strategies.
Amy graduated with highest distinction from Purdue University with a BA and was also a Phi Beta Kappa member.
Amy and her husband, Doug, have lived in Indianapolis, Indiana, for over 26 years and have three sons. Amy is a founding member of her local church, where she co-chaired a capital campaign, taught Crown classes, and offered financial counseling to members. She is also a Washington Township Committee member of Young Life. In the past, she has been actively involved with several boards, including The Oaks Academy, Harrison Center, Herron Morton Place Foundation, and the regional board of HOPE International.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.