Founding Partner & CEO

Amy Jamrog, CFP ®

Amy Jamrog is a financial advisor, best-selling author, speaker, coach, and the founding partner of The Jamrog Group.

Over the past 27 years, Amy has helped thousands of individuals, families and business owners transform their relationship with money.

Investing in the community is a priority. Amy is proud to have participated in and been awarded the following distinctions:

• 2023: Invest In Others, Lifetime Achievement Honorable Mention

• 2023: Women of Impact Awardee, Business West

• 2023 & 2020: Mass Mutual Community Service Award Winner

• 2022 – Present: FINSECA, Board of Directors, national organization

• 2021 - Present: Dietz & Company, ESOP Board of Directors

• 2020: Community Foundation Distinguished Advisor in Philanthropy

• 2020-2023: Girl Scouts of Central & Western MA, Board of Directors

• 2018: The NCCJ Human Relations Award Recipient

• 2017-2021: Health New England, Board of Directors

• 2010-2019: Trustee, Community Foundation of Western Mass

• 2001, 2005 & 2009: Northwestern Mutual Community Service Award

To learn more about how Amy educates her clients, check out her book Life Savings Conversations: Prepping You for the Ten Most Important Money Conversations You’ll Have in Life.

And if you’d like to build more celebration into your life, Amy’s newest book Confetti Moments: 52 Vignettes to Spark Conversation, Connect Deeply and Celebrate the Ordinary will show you how!

Amy has a Bachelor of Arts in American Literature & Creative Writing from Middlebury College. She also holds the following designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Chartered Advisor in Philanthropy (CAP®).

Amy and her partner Kim live in South Hadley, Massachusetts. They have two children, Charlie and Jane, as well as their dog Paisley. When not in the office, Amy can be found entertaining friends on her pontoon boat, or in her cowboy boots at a country music concert!