Meet the Financial Planning Team

Amy King, CFP ®

Owner & Senior Advisor

I’m Amy King, and I’m not just your typical financial advisor – I’m a Certified Financial Planning professional (CFP) with a rich and diverse experience spanning over 30 years in the ever-evolving financial services industry. Throughout my journey, I’ve delved into everything from banking and loans to insurance and investments, gathering insights that have become the cornerstone of my expertise.

My career began at one of the nation’s largest banks, where I immersed myself in the intricate world of finance, learning the ropes and unraveling the complexities of the market. Later, I had the privilege of being a part of Bessemer Trust, a prestigious Ultra High Net Worth private firm, where I honed my skills in wealth management and honed my investment strategies to a fine art.

But my journey didn’t stop there. I took the leap into entrepreneurship, steering a small business that thrived, churning out annual revenues exceeding $1 million. Remarkably, this journey was intertwined with raising three wonderful children, a testament to my resilience and ability to excel in multiple roles.

Today, I’m on a new mission. Drawing from my diverse experiences, I’m dedicated to empowering women and entrepreneurs to seize control of their financial destinies. My approach centers around starting with the end in mind, crafting comprehensive financial plans that align with your dreams and aspirations.

Financial literacy is the key to unlocking a world of possibilities, and I’m here to guide you every step of the way. With my guidance, you’ll gain the skills to navigate financial complexities, make informed decisions, and embark on a journey towards true financial freedom.

I’m Amy King, a financial advisor who’s not just about numbers, but about empowering you to take charge of your financial future. Let’s walk this transformative path together. customize and tailor each client’s investments specifically for them. As an Independent advisor, I have the ability to utilize a wide range of investment vehicles and products that many other investment professionals do not have access to, including opportunities in real estate, Blockchain, AI and environmental, social and biblically responsible investments. The FAANG (Facebook, Apple, Amazon, Netflix, Google) stocks are not the only opportunities.

Amanda Arrick, FSCP ®

Financial Advisor

Amanda Arrick entered the financial industry 3 years ago with a mission to make financial planning more accessible and understandable to those the industry typically leaves behind. Raised by a single mom in central Florida, she saw first-hand what a lack of financial literacy and support could do to impoverished families. Because of this, Amanda specializes in helping women entrepreneurs and professionals feel more empowered around their money through comprehensive financial planning and education.

Amanda previously spent 13 years in clinical research, specializing in oncology and Type 1 Diabetes clinical trials. Like a lot of people, 2020 was a formidable year for her and she decided that she wanted to devote her professional career to helping others. If she is not in the office, you can find her at a networking event building new relationships, teaching financial literacy classes to the community, or getting involved with local charities such as Roundup River Ranch, Denver Rescue Mission, and Food Bank of the Rockies.

Amanda lives in Aurora with her husband Jordan and their cat Shadow.

Michelle "Chelle" Jozefczyk

Executive Assistant

With over 30 years of experience in administrative and executive support across diverse industries, I bring a steady, relationship-driven mindset to my work. I am deeply committed to delivering exceptional service with warm professionalism, clarity, and responsiveness, ensuring clients and colleagues feel supported and confident with every interaction.

Originally from Central New York, I began my career with The Bank of New York and have since lived and worked in New York City and Denver. My professional background spans multiple industries, including 20 years in finance, where I developed a strong foundation in organization, discretion, and client service.

In addition to my corporate experience, I am a small business owner of a home-based Yoga, Barre Fitness, and Dance studio. We offer classes and special events, including Sound Healing, and support clients in finding Sound Healing instruments so they can share the benefits of this healing modality within their own communities.

Outside of work, I enjoy connecting with nature through hiking and trail running, as well as dancing and travel. I value meaningful time with friends and loved ones and bring that same sense of connection and care into everything I do.