Amy Schielack
Amy began working in the insurance and financial services industry as a senior in high school, selling and servicing comprehensive insurance solutions in an Allstate insurance agency. After graduating from Texas A&M in 2004, she went on to have a successful career with State Farm, opening her own agency practice in Austin, Texas in 2008.
It was there that she realized her passion for wealth management. As a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in the insurance and financial services sector, Amy offers customized financial planning services tailored to the unique goals of each family. Her services include retirement and/or income planning, financial modeling, cash flow analysis, risk assessment/management, and more.
Having grown up in Bryan/College Station, she am thrilled to have the privilege of serving the community that raised her.
Amy and her husband Greg are blessed with a son and a daughter. The family loves to travel, nearly any outdoor activity, playing games together, and going camping.
In 2021 she obtained a Certificate in Nonprofit Leadership from The Bush School at Texas A&M and enjoys being able to demonstrate for our children the value of volunteerism and civic contributions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
