Amy Taylor

Platinum Client Relationship Specialist

Amy@PlanWithRFG.com
Phone: 513-580-7689
Fax: 513-624-3124

Favorite Holiday:

Christmas

Favorite Quote:

“It’s not who you are that holds you back, it’s who you think you’re not.” – Denis Waitley

What motivates me:

The belief that you can live a life of integrity and truly make a difference.

Amy was born and raised in Northern Kentucky, and currently resides in Moscow, Ohio with her husband, two children, and three stepchildren. She enjoys spending time with her family and attending the children’s sporting events. She also has a passion for health, fitness and strength training. If Amy is not at home with her family, you will most likely find her in the gym.

Amy graduated from Thomas More University and the American Bankers’ Association General School of Banking. She began her career in the financial industry in 1994.

OUR ACCOLADES

Check the background of this firm on FINRA’s BrokerCheck

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.