Amalea joined Wilde Wealth in October of 2022 as a financial advisor, focusing on helping clients and their families prepare for critical financial events. She holds her FINRA Series 7, 63, and 66 licenses and brings a background in strong client relationships. Her dedication to the comprehensive financial planning process has led her to pursue her Certified Financial Planner designation.
Prior to joining Wilde and fresh out of Purdue University, Amalea began her career in the finance industry in 2013, having worked as a consultant with Fidelity Investments and advisor with Equitable. She earned several recognitions during her time at these institutions. Most notably, the Mary Seebeck Life Insurance Award for three consecutive years and the Top Financial Consultant in the West Division, spanning several years.
“I made the move to Wilde Wealth for several reasons, but chief among them are the client and community centered way in which they do business and work together.” Amalea’s commitment to continuous education, community philanthropy, transparency, and integrity helps her provide the best client service to our Wilde Wealth family.
Away from the office, she dedicates her time to caring for her son, Weber, and spending time with her husband Tyler. She enjoys any opportunity to travel and when home, volunteering at local animal shelters.