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Awards & Media

8 years of recognition

8 years of recognition

Amy has been recognized 8 years by Mpls. St. Paul Magazine and Twin Cities Business as a Five Star Wealth Manager. 

This distinction is awarded to wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.* 

Click here to view Amy's Five Star Professional Profile
Amy recognized in Financial Publications

Amy recognized in Financial Publications

As a 2023 Five Star Wealth Manager award winner.

In the News

 

Presentations & Trainings 

  • Knowing Your Niche, Cetera Advisor Networks Practice Management Mondays (virtual event), June, 2023 
  • Top Tips for Establishing the Marital Standard of Living for Spousal Maintenance, Family Law Institute, Minneapolis, March 20, 2023
  • Speaker, 5 Common Compensation Models for Businesses, Minnesota Continuing Legal Education Virtual Event, 2022
  • Always on Acquisitions, Cetera Connect 21 Virtual Conference, 2021
  • Niche Marketing, Cetera Advisor Networks Connect2Peers Conference, Chicago, IL, 2021
  • Neutral Financial Professionals, St. Thomas Law School, Minneapolis, MN, 2020-present
  • THRIVE After Divorce, Daisy Camp, Minneapolis, MN, 2019 - present
  • Purple Cow Your Practice, Cetera Advisor Networks Connect Conference, San Antonio, TX, 2018
  • The Key to Strategic Planning & Marketing Execution, AdvisorNet Financial Annual Retreat, 2018
  • How to Up Your Divorce Financial Game Plan, FPA Symposium, Minneapolis, MN, October 16, 2017
  • How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension, Bloomington, MN, 2017-present
  • Mix Assets and Debts and What do you Get? Quick Tips to Organizing and Understanding the Balance Sheet, Family Law Institute, Minneapolis, MN, 2017
  • Saver, Spender, Flasher, Stasher – What is your clients’ money psychology and how does it affect their decision making?, CLI Annual Forum, Minneapolis, MN, 2016
  • Up Your Financial Game Plan, Full Day Training Camp, Minneapolis, MN, 2016-present
  • How to Grow Your Practice by Focusing on a Niche Market, Cetera Advisor Networks Connect Conference, San Diego, CA, 2016
  • Upping Your Financial Game - Helping Your Clients Through their Divorce, FPA of Minnesota Monthly Chapter meeting, Minneapolis, MN, 2016
  • An All Star Team: Top Qualities of Administrative Professional, AdvisorNet Financial Administrative Professionals Conference, Minneapolis, MN, 2016
  • Building a Thriving Practice for the Future, AdvisorNet Financial Annual Education Retreat, Minneapolis, MN, 2015
  • Shark Tank: The More Collaborative Dolphin Addition, CLI Annual Forum, Minneapolis, MN, 2015
  • No Silver Bullet – Customized Solutions for Complex Financial Issues, Collaborative Law Institute of MN Annual Meeting, Minneapolis, MN, 2014
  • Feng Shui Your Finances, Daisy Camp, Minneapolis, MN, 2014-2018
  • Equities are a Girl’s Best Friend, Daisy Camp, Minneapolis, MN, 2014-2018
  • Tidy Up Your Loose Ends, Daisy Camp, Minneapolis, MN, 2014-2018
  • Dollars & Sense, Daisy Camp, Minneapolis, MN, 2007-present
  • Looking Forward Financially, Ruth Hayden, Minneapolis, MN, 2014
  • Family Law Series: Collaborative Practice Fundamentals, MN CLE, Minneapolis MN, 2012
  • Collaborative Practice: A Family Friendly Approach to Divorce, Hennepin County Bar Association, Minneapolis, MN, 2012
  • Interdisciplinary Collaborative Practice, Lethbridge, Canada, 2011
  • Interdisciplinary Collaborative Practice, Rome, Italy, 2010
  • Australian Collaborative Conference, Sydney, Australia, 2009
  • Interdisciplinary Collaborative Training, Washington, DC, 2009
  • European Collaborative Conference, Cork, Ireland, 2008
  • IACP Annual Forum, New Orleans, LA, 2008

 

Social Media

Amy lends her knowledge to the Collaborative Law Institute (CLI) of Minnesota with blogs on a variety of topics, including finances and divorce.


Learn More >>


AJW Financial is on Facebook!

You can find AJW Financial on Facebook!  On our page you will find the personal stories of our firm, our team and our families – so you may get to know the people and values that shape AJW.  There are employee spotlights, photos and quotes that inspire us, as well as upcoming events, financial and lifestyle tips.  We invite you to follow us at Facebook.com/AJWFinancial to see what we are up to.


*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.