Amy Batta works closely with families to understand their goals and develop personalized plans for long-term success. With over 25 years in wealth management, she values building long-term relationships to help clients navigate personal and professional changes.
Amy resides in South Dakota, where she enjoys spending time with family, staying active outdoors, reading, cooking, and trying new restaurants while traveling. She also teaches yoga and stays involved with her church.
CFP®
CFP®
CLU®, ChFC®, CFP®
CFP®, CFS®, ChFC®
CFP®, AAMS®
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