Amy Jamrog

Credentials:
  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • CAP®

Focus: Insurance Strategies, Investment Strategies, Charitable Giving, Retirement Income Planning, College Funding Strategies, LGBTQ, Business Owners, Retirement Strategies, Financial Education

Languages: English

Amy Jamrog is a financial advisor, author, coach, and motivational speaker. She is the founding partner of The Jamrog Group in Holyoke, Massachusetts. Amy and her all-female team have been providing advice to families and business owners across the country for more than twenty years. Be sure to check out her book Life Savings Conversations: Prepping You for the Ten Most Important Money Discussions You’ll Have in Life.

Amy was the 2018 recipient of the NCCJ Human Relations Award and was named a 2020 Distinguished Advisor in Philanthropy. She is a board member of The Girl Scouts of Central & Western Massachusetts, as well as a trustee of Health New England insurance company.

The Jamrog Group believes in taking care of the local community by supporting organizations such as Enchanted Circle Theater, The Ohana School of Performing Arts, Girl Scouts, The Women’s Fund, and Girls on the Run.  They are also proud to manage endowments for many local non-profits.

Amy graduated with a Bachelor of Arts in Literature & Creative Writing from Middlebury College in 1994.  When not at work, Amy and her wife Kim can be found entertaining friends and clients on their pontoon boat— which is aptly named “The Satellite Office.”

Education

BA in Literature & Creative Writing, Middlebury College, graduated cum laude in 1994.

Hobbies

Country music concerts
boating on the Connecticut river

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The Jamrog Group

Satellite Office

1789 Northamton St.
Holyoke, MA 01040

CRN202209-270792