Vice President, CLU®, ChFC®, Wealth Consultant
Aimee brings a unique perspective to the fi-Plan Partners team. Having experience in both the insurance industry as well as financial planning, Aimee fully understands the importance of making sure our clients’ assets are organized at all times. She knows that financial planning can make sure the unexpected events in life are at least handled in a way that doesn’t impact all aspects of a client’s life.
Aimee has her Chartered Life Underwriter designation along with the Chartered Financial Consultant designation. These two designations alone emphasize the broad based advice Aimee can provide when working with our clients. She also has her Series 7 and Series 66 licenses which enable her to provide investment insight in relation to our clients’ financial planning needs.
Originally from Savannah, GA, Aimee moved to Birmingham with her husband, Jud, after attending Auburn University. While at Auburn, Aimee graduated with a Bachelors in Business Administration with a concentration in Marketing and a Minor in classical piano performance. She also co-founded an Army ROTC Auxiliary Association and served as the president.
Today, Aimee has carried that same enthusiasm for life and learning into her activities and community. Aimee enjoys spending time with her husband her daughter, Anne, as well as taking time out for cooking and hiking. She also enjoys CrossFit and has competed in several endurance competitions and trail runs.
Aimee serves as the secretary on the Junior Board of Special Equestrians, a local charity that offers equine therapy to children.
All of Aimee’s values and contributions tie in to her passion about helping fi-Plan Partners’ clients work towards their financial goals, while leveraging their assets towards future generations and philanthropies for years to come.