Amy Weldele, CFP, CDFA

INTRODUCTION/GENERAL COMMENTS/PERSONAL GOALS FOR INVOLVEMENT IN COLLABORATIVE FAMILY LAW CASES:

I believe the collaborative divorce process provides an environment for all parties to be as comfortable as possible, with open lines of communication and full disclosure of information for the purpose of efficiently reaching agreements and terminating a marriage. Incorporating the financial neutral in the process can be instrumental for the individuals to make informed financial decisions and to begin the next phases of their lives with a solid understanding of their finances. I have more than 16 years of experience advising clients to help them achieve their financial goals.

FIELDS OF PROFESSIONAL PRACTICE:

Financial planning for divorce

Comprehensive wealth management

PROFESSIONAL LICENSES:

Certified Financial Planner, CFP, 2003

Certified Divorce Financial Analyst, CDFA, 2013

PROFESSIONAL EDUCATION/UNDERGRADUATE EDUCATION:

Bachelor of Arts, 1997 — Ohio Wesleyan University

COLLABORATIVE PRACTICE GROUP MEMBERSHIPS:

Central Ohio Academy of Collaborative Divorce Professionals

PROFESSIONAL EXPERIENCE/ACTIVITIES:

Member, Financial Planning Association (FPA)

Member, National Association of Personal Financial Advisors (NAPFA)

Named a Five Star Wealth Manager by Five Star Professional*

PERSONAL INTERESTS/ACTIVITIES:

I am serving a three-year term on the Westerville Shade Tree Commission. I am a graduate and member of the Jo Ann Davidson Ohio Leadership Institute. In my free time, I enjoy spending time with my family and my children's various activities, and running with my labradoodle.

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING

YearTraining TypeInstructorHours
2015Collaborative DivorceCOACDP Training Committee12
2015Basic MediationOhio Supreme Court14

*How was I selected?

Five Star Professional relied on one of three sources — firm nomination, peer nomination and qualification based on industry standing — to identify award candidates. Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered, and a favorable regulatory and complaint history. The resulting list of 2014 Five Star Wealth Managers represents an exclusive group of Columbus-area wealth managers who provide quality services to their clients.