TFCU Financial Advisors has hired Amy Harper as a financial planning analyst.
Harper joins TFCU Financial Advisors with several years of investment industry experience from T. Rowe Price. She holds a bachelor’s degree in psychology from the University of Colorado at Colorado Springs. In addition, Harper holds licenses in investment company products, general securities, state securities, and investment advising.
“As a financial planning analyst, I enjoy teaming with our financial advisors on creating customized financial plans for our clients that fit their needs and fit their life,” said Harper. “Financial planning comes with a lot of questions, and I have the opportunity to help answer those questions and walk our clientele through the various types of investment products and services that are available to them. I am here to help them reach their financial goals.”
Since 1986, TFCU Financial Advisors has worked with clients to help them set goals and make investment, insurance, and retirement plans. Through their broker, Raymond James Financial Services, Inc., TFCU Financial Advisors offers a wide range of products and services designed to help their clients through life events.
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