Amy Shroff, AIF ®

With a keen focus on the evolving needs of mature adults either near or in retirement, and women, Amy serves as a co-founder and partner at PRISM as well as a trusted advisor throughout your financial journey. With a passion for bringing relatability to the financial services industry, Amy believes that everyone deserves access to expert advice, regardless of asset size.

Amy’s mission is to create a lifelong relationship with you by offering unwavering support, a listening ear, empathizing with your concerns, and paying meticulous attention to detail through every stage and phase of your life. Due to this, Amy often becomes your first call, whether you need guidance during significant life events or advice regarding important family decisions.

With every interaction, Amy strives to provide a comfortable and approachable experience. By using a dialogue that you can easily understand, Amy will ensure that you know exactly what you have and why you have it. Focusing on the human element of financial planning and investment management, Amy and her team delve into every aspect of your financial life, including mortgages, debts, car and student loans, life insurance, long term care, and estate planning documents. This thoughtfully crafted process ensures that you receive professional insight on all facets of your finances so you can make informed decisions today, and in the years ahead.

Whether you are near or in retirement or you are divorced, widowed, or a financially independent woman whose finances are anything but simple, Amy will empower you with the knowledge and tools you need to pursue your personal vision of financial success.

Amy began her investment career in October 1999 after attending Michigan State University and Western Illinois University where she earned her bachelor’s degree. In addition to her education and experience, Amy holds the Accredited Investment Fiduciary® (AIF) designation.

Beyond Amy’s professional pursuits she is passionate about volunteering in various capacities like spending time at both of her children’s schools and providing children’s financial literacy education. Amy also offers outreach programs on financial education to the community free of charge, demonstrating her commitment to inspire others beyond her client base.

Amy’s most cherished time is spent with her family, supporting her children in their sports events and staying active with her German Shepherd…her favorite hairy child! A firm believer in prioritizing physical and mental well-being, she also enjoys practicing Pilates and yoga.