Amy Jamrog

Credentials:
  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • CAP®

Focus: Insurance Strategies, Investment Strategies, Charitable Giving, Retirement Income Planning, College Funding Strategies, LGBTQ, Business Owners, Retirement Strategies, Financial Education

Languages: English

Amy Jamrog is the principal and founder of The Jamrog Group. Her mission is to help families transform their relationship with money. Amy’s financial planning expertise has been featured in Forbes Magazine’s “Ask the Expert” as well as USA Today and other national publications.

Amy serves as a Trustee for The Community Foundation of Western Massachusetts and Health New England. She also manages endowments for many local non-profits. (See Philanthropy section)

Giving back to the community is a priority for The Jamrog Group. Amy and her team have been recognized for their philanthropic efforts with The Women’s Fund of Western MassachusettsThe Care Center of Holyoke Massachusetts, The Community Foundation of Western Massachusetts, and as a founding contributor to Tech Foundry. They’ve also been the recipient of the prestigious Northwestern Mutual Community Service Award in 2001, 2005, and 2015. 

Education

BA in Literature & Creative Writing, Middlebury College, graduated cum laude in 1994.

Hobbies

Country music concerts
boating on the Connecticut river

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The Jamrog Group

Satellite Office

1789 Northamton St.
Holyoke, MA 01040

CRN202106-249195