Amy Woock joined Howell Financial Advisors in 2014 as the Client Services Administrator and is a Registered Paraplanner℠. In this role, Amy works with the firm’s clients to administer the creation and maintenance of all client investment accounts and other client records. She also assists with and reconciles the collection of client investment activity into the firm’s investment management database. Amy is responsible for reviewing and maintaining the firm’s other databases and assists with various other administrative duties within the firm.
Amy graduated from the University of Michigan with a Bachelor’s degree in Actuarial Mathematics and has earned the Associate of the Society of Actuaries (ASA) designation. Previously, she worked as an actuary for several insurance firms in the Central Indiana area.
In 2002, Amy put her career on hiatus to stay home and raise her three children, now teenagers. Amy, along with her husband and children live in Carmel, IN where she continues to be very busy with family events. In her spare time, she enjoys outdoor activities, volunteering at her children’s schools and spending time with family and friends.