- CEPA® – Certified Exit Planning Advisor®
- IAR - Investment Advisor Representative
Amy Ahrens, CEPA® and Investment Advisor Representative, is a tenacious leader who finds creative solutions to each opportunity presented. Amy received a natural education in operating a growing business, as she filled various roles in her family’s mechanical contracting company. Those lessons led her to successful stints in logistics, system creation, education, and sales.
Amy’s education highlights her intuitive thinking and unrelenting spirit. Amy earned a Bachelor of Science in History at Liberty University and went on to study in a graduate program at Lynchburg College achieving her teaching licensure requirements. She applied her talents for intricate system creation and operational efficiencies throughout her years as a high school teacher. As an Independent Sales Director in Mary Kay and later as an Area Manager/Event Coordinator for an Independent National Sales Director with Mary Kay, Amy’s passion for people came alive. Amy worked to mentor and instruct other driven individuals to understand the value of data-driven decision making, and establishing repeatable success. Amy’s driven desire to continue learning and growing led her to achieve the FINRA Series 65.
Amy provides extra care and wisdom when working directly with our clients. In business consulting, Amy provides value to our practice managers by sharing tools to implement in each of their offices. Amy continues to provide the needed accountability for the company’s continual growth. Amy’s expertise is vital in a multitude of areas at Heritage including client interaction, internal company growth, and Business consulting
Amy is married with three children. In her free time, Amy enjoys reading, hiking, baking, traveling, music and fitness.
Did you know:
Amy earned a new car working with Mary Kay?
Next Steps…
We can help you develop a strategy with the goal of helping you preserve the lifestyle you are accustomed to throughout retirement.