Amy Lillis-Konopacki, a Financial Planner at Heritage Financial Consultants, works with individuals, families and corporate executives to develop comprehensive financial plans and help them achieve their goals in retirement. Her practice focuses on retirement planning, investment strategies, and Life and Disability Income Insurance.
EDUCATION AND CERTIFICATIONS
- Bachelor of Business Administration in Marketing, University of Baltimore
With over 16 years of experience, Amy first started out in the financial services industry as a Retirement Consultant, helping individuals save and invest for retirement. She now has more than a decade of experience helping clients as a registered representative of Lincoln Financial Advisors.
ON A PERSONAL NOTE
Amy lives in Abingdon, MD with her husband and two children. She is actively involved in her children’s school and sports activities.
MAIN SERVICE AREAS
- Retirement Planning
- Investment Optimization & Risk Management Strategies
- Life and Disability Income Insurance