Meet Amy
Amy Woock joined Total Wealth Planning in 2021 when her prior firm, Howell Financial Advisors, merged companies. She serves as an Associate Wealth Advisor and supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans.
Amy also supports clients with various administrative tasks and problem solving to help make client lives a little easier. Previously, she worked as an actuary for several insurance firms in Michigan and the Central Indiana area. Amy’s credentials include:
- Bachelor of Science degree in Actuarial Mathematics, University of Michigan
- Financial Paraplanner Qualified Professional (FPQP™)
- Associate of the Society of Actuaries (ASA) designation.
- Indiana Notary
In 2002, Amy paused her career for ten years to focus on raising her three children. She and her husband live in Carmel, Indiana, where she enjoys cycling, hiking, and camping, as well as spending time with family and friends.
Amy Woock is not affiliated with Cetera Wealth Services, LLC.
Qualifications
- FPQP®
