Founder

Amy Brown Waheed, CFP®, CCFS, has an extensive knowledge of college financing and has been assisting local families for years. As a CERTIFIED FINANCIAL PLANNER™, Amy is able to show her clients how to reduce the financial impact of college while improving their overall financial health. Her strong financial background in banking, lending, real estate, insurance and tax preparation broadly benefits her clients.

Amy has been a bank Vice President, owned her own mortgage lending company, residential rental property, an interest in a commercial shopping center as well as a lighting design company, held a real estate broker’s license for 20 years and professionally prepared income taxes. Her passion led her to college funding and helping families change their financial future!

In her spare time she enjoys spending time with her family and friends, skiing, baking, traveling, biking, swimming and volunteering in the community. Amy and her husband have four children from college graduate to 8th grader.