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Amy Marty | Senior Advisor, Retirement Specialist
“My strength is listening to and understanding all of my client’s needs. It is our duty at Keeler Thomas to exceed clients’ expectations. I do this by paying attention to every client detail because goals and objectives are ever-changing.”
Amy has spent the past 20 years advising clients and families with their financial investments and decisions. She joined Keeler Thomas in 2007 and is a valuable member of our client advisement team. Amy is currently heading up our Women’s Financial Essentials series of workshops and programs, helping women young and old, married and single, prepare for the vital financial milestones in their lives. Amy is also skilled and proficient with the various forms of insurance programs as they relate to strategically using insurance as part of overall retirement and investment strategies.
Amy is a featured columnist for the Daily Herald newspaper and its online media version. Her articles focus on a broad range of financial and economic topics that benefit individuals and families.
Amy has previously held vice-president positions with both Wells Fargo Investments and Zions Investment Securities Inc.. She holds the series 7, 63, and 66 securities registrations. She also holds Life, Health, and Disability licensing with the State of Utah.