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Aimee Keeney, MBA
Prosperity with a Purpose. Driving Smart Planning Decisions to Achieve Financial Independence.
Aimee Keeney, MBA, is a seasoned Management Leader specializing in Business Development, Strategic Planning, Behavioral Coaching, and Financial Services.
With a background in consulting, recruiting, training, and financial literacy, Aimee excels in Sales Management, Business Operations, and Franchise Marketing.
She is a business owner and Financial Planner dedicated to helping clients achieve abundance through well-informed investment decisions.
Aimee possesses strong analytical skills, sound judgement, and a holistic approach to surpassing client expectations.
She is adept at written and verbal communication, making her an effective connector and advisor in the financial realm.
Aimee is passionate about guiding individuals and business owners towards effective Wealth Management strategies.
Her focus on building Financially Resilient Investors through coaching and meticulous planning sets her apart in the industry.
She is particularly dedicated to empowering women in their career growth, emphasizing Wealth Accumulation, Wellness, Protection Strategies, and Financial Literacy.
Aimee's commitment to hard work, adaptability, successful relationship-building, and personal development reflects in her professional endeavors.
Her educational background includes an MBA in Business Administration and General Finance from Lake Forest Graduate School of Management.
She also holds a Bachelor of Science in Business Administration and Organizational Development from Brigham Young University's Marriott School of Management.
Aimee has held key roles at reputable organizations like Northwestern Mutual, Equitable Advisors, Great Harvest Bread Co., Morgan Stanley, and Quick & Reilly/Fleet Bank.
Highlights
Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. http://spr.ly/6047cVy9B
Equities climbed last week thanks to more confirmation that the Fed is ready to cut rates. Chief Investment Officer Brent Schutte looks at why the Fed may be limited in how far it can go to stem an economic slowdown.
