Cfp® Amy Mahlen Cdfa®

Amy Mahlen, CFP®, CDFA®, serves as an Independent Wealth Manager at WealthSource Partners, LLC since February 2016, focusing on connecting clients' finances with their life goals in varying circumstances. As a Financial Divorce Specialist at A.M. Financial since June 2015, Amy utilizes personal experience to assist clients navigating financial settlements during divorce, considering various financial elements such as taxes and retirement. Prior experience as a Financial Planner at Marathon Investment Management from December 1998 to December 2015 involved co-managing over $90 million in assets and developing comprehensive financial strategies for clients. Amy holds a Bachelor's degree in Finance from Metropolitan State University of Denver, completed in 2005.