Amy Hlavacek, CPA, CFP®
Director
Contact Amy
317.426.8800 Ext. 105 - Office
317.618.2870 - Cell
317.563.0178 - Fax
Amy Hlavacek, CPA, CFP®
Amy enjoys getting to know her clients and developing strategies to help them achieve their goals, whether that’s saving for retirement, philanthropic planning, or establishing a plan to take care of loved ones in the future. She takes the time to understand her clients so she can provide them with a customized wealth plan.
Amy has more than 17 years of experience in wealth management and income tax planning. She most recently worked as a Senior Wealth Planning Consultant for BMO Private Bank. Prior to focusing on wealth planning, Amy spent 11 years working as a CPA for high-net-worth individuals and small businesses.
Her clients appreciate her ability to create tax-efficient plans. Amy has extensive experience working with individuals and small business owners. She works with clients through life events to help with education planning, retirement planning, estate planning, income tax planning, and risk planning. Amy believes it is important to create a balanced plan for clients that allows for flexibility to adjust along the way.
Amy earned her B.A. and M.S. in Accounting from Ball State University. She is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® certificant, and she is a member of the Indiana CPA Society. Amy lives in Westfield with her husband, Ryan. She enjoys running, baking, and spending time with family and friends.