Amy L. Barnes, AWMA®

Amy says being a financial advisor means “being one of our client's most valued resources by providing guidance and education, helping to plan for college and education expenses, preparing them for retirement, protecting them from unexpected events, saving money on taxes, or saving for a rainy day.”  

Amy's resume includes time in the Air Force, a decade of experience working for a Fortune 500 company, and ten years as a (financial advisor) helping people plan their financial futures. She joined INB Wealth because of its inclusive culture and client-centric focus. “Putting client's needs first and helping them reach their goals is what drives me.  It doesn't matter where they are in the wealth accumulation process -- saving, establishing a budget, starting retirement savings accounts, buying a home, paying for college, preparing for retirement, or planning their estate.  INB's culture embodies my vision for serving all of my clients.”  Amy finds it fulfilling to see someone reach any milestone, knowing she had a part in helping guide them there.

Amy holds a BA from St. Ambrose University and an MBA from Southern Illinois University at Edwardsville.  She has a Series 7 & 66 securities registrations, state life & health insurance license, has an Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning, and is working on becoming a Certified Financial Planner (CFP®).  Amy completed the Greater Springfield Chamber of Commerce Leadership Springfield training program in 2020 and the O'Shea Builders Emerging Leaders training program in 2022-'23.

Amy believes in being active in her community and has served as a trustee for the Village of Annawan, an Ambassador for the Greater Springfield Chamber of Commerce, a Board Member for the Springfield Zoological Society, a Board Member for Community Child Care Connection,  and a member of Rotary, Kiwanis, the Veterans of Foreign Wars (VFW) and Illinois Women in Leadership (IWIL).