Amy stumbled into the world of financial planning by accident. After several stints in college (architecture, mathematics, and secondary education, to name a few), she finally settled on a Bachelor's in Accounting. While searching for a new work adventure in 2013, she found a position with a company called LearnVest - a fintech startup with a powerful mission to get comprehensive financial plans in the hands of as many Americans as possible. It was there she found her passion for personal financial planning.


Amy Shepard
Partner & Financial Planner
Sensible Money
United States, Arizona, Scottsdale
About Me
Profile Information
Partner & Financial Planner
Sensible Money
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Scottsdale
Arizona
United States
May 10, 2025
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