Amy Sloma, CFP®

Financial Planner

Amy has worked in the financial services field since 1997. She works closely with Darrin and Susan in the strategic implementation of the team’s business plan and optimization of business practices. She also has portfolio management and client development responsibilities, and meets with clients to review their current holdings and resolve open issues.

Amy holds the FINRA Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance license. She graduated with honors from Roosevelt University with a bachelor’s degree in business and holds a master’s degree in education. Amy completed additional post-graduate work at DePaul University, obtaining her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2019. She is an avid lifelong learner and enjoys planning with clients, working towards the accumulation, preservation, and transfer of wealth through generations.

Amy loves being outdoors; hiking, kayaking and biking. She resides in the northwest suburbs where she enjoys spending family time with her husband and their four children.

Phone 773.380.8559
Fax 773.693.2531