April YWM Employee Spotlight

April Employee Spotlight: Amy, Financial Planning Associate at Yardley Wealth Management

Meet Amy, our April Employee of the Month! A Financial Planning Associate with a heart for helping others and a mindset built on growth, Amy brings energy, compassion, and thoughtfulness to everything she does at Yardley Wealth Management.

Professional Journey:
Amy joined Yardley Wealth Management in October 2024 and hit the ground running. In her role, she’s worked closely with every member of the team, learning the ins and outs of financial planning and how to create and implement meaningful strategies. Her natural curiosity and commitment to learning make her a valuable part of our mission to help clients plan for their futures.

What She Loves About Her Role:
Amy finds her work deeply rewarding because it has a direct impact on clients’ lives. Supporting them through important decisions and long-term goals keeps her motivated to bring her best every day. She’s excited to continue growing and building relationships with the people YWM serves.

Life Outside of Work:
Outside the office, Amy enjoys reading, baking (especially for her friends), and staying active. Each week, she and her friends get together to watch Survivor—often with something fresh from her kitchen.

Amy also finds inspiration in her parents, who have long competed in triathlons and bike races—something they still do to this day. Growing up, she loved cheering them on. Now, she’s taken on athletic challenges of her own, having completed the Broad Street Run, the Rocky Run, and serving as the swimmer in a relay team for the IRONMAN 70.3 Pennsylvania Happy Valley.

What She Appreciates Most About YWM:
From the very beginning, Amy felt welcomed and supported by the YWM team. She’s especially grateful for the chance to ask questions, receive guidance, and learn about every part of the planning process. It’s been the right environment to start her career and continue growing professionally.

Amy’s dedication, kindness, and willingness to learn make her a standout team member—and a reminder that at Yardley Wealth Management, it’s Not Just Numbers that matter. It’s the people behind them.