The Professional Me
Amy is a CFP®, CFA® charterholder and a Wealth Advisor. She brings more than 15 years of experience in financial planning, portfolio management, manager due-diligence, investment research, and financial analysis to helping families and business owners pursue their Return on Life®.
Prior to joining Planned Financial Services, Amy served the needs of a broad range of clients at financial institutions, including Ameriprise Financial, Charles Schwab Investment Management, and Citibank, as well as the family office for the Ratner, Miller and Shafran families.
Amy earned a Master of Business Administration with a concentration in banking & finance from the Weatherhead School of Management at the Case Western Reserve University in Cleveland, Ohio, and a bachelor’s degree in Economics from National Taiwan University. She served as a member of the board of directors for the CFA Society of Cleveland from 2010 to 2011.
Amy is active in the community. She served as president of the National Taiwan University Alumni Association-Northeast Ohio Chapter from 2017 to 2019 and was a voting member of the National Taiwan University Alumni Association-North America. She has served as a member of the administrative committee, as well as treasurer for the Boston Heights Taiwanese Friends Church. She also served on the executive committee for the 2015 Midwest Summer Taiwanese Conference. She is a graduate of the Cleveland Bridge Builders class of 2002, a selective community leadership program launched in Cleveland.
Amy was born in Taipei, Taiwan and is fluent in Mandarin Chinese and Taiwanese. She lives in Bath, Ohio with her husband, Nick and their two children, Jonathon and Leah.
Professional Designations & Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
- Master of Business Administration, Banking and Finance
- Ohio Life, Health and Variable Annuity Insurance licenses
The Personal Me
Growing up in a family that was active in their religious community had a profound impact in shaping Amy’s personal and professional life. Interaction with church family and friends of various ages, and from different backgrounds and professions helped develop her interpersonal skills. Her experiences in various roles at her church, including organizing and promoting major events and regular fellowship activities, and leading a formal worship service as a song leader and a piano accompanist, also helped hone her leadership and presentation skills.
In her free time, Amy enjoys both tennis and table tennis, Zumba dancing, hiking, playing the piano and violin, as well as traveling and experiencing foods from different cultures. Her bucket list includes visits to as many natural parks and natural wonders of the world as possible.
Amy is passionate about promoting Chinese/Taiwanese culture and Chinese-learning. She co-translated two business management textbooks from English to Mandarin Chinese that were authored by professors from some of the world’s top business schools and published by Pearson Education Taiwan in 2003.
Little known fact: When Amy was 13, she had the opportunity to sing in front of Pope John Paul II in Vatican City as a member of the Taipei Children’s choir. The choir also recorded a commercial CD that is still available for purchase online.