Amie Moran Co-Founder, Investment Advisor Representative
A firm believer that there is no such thing as a one-size-fits-all retirement strategy, Amie invests time getting to know her clients — and their goals, hopes and dreams — so she can create holistic strategies that align their financial plans with their priorities.
Amie originally joined the financial services industry in 2007 to work alongside her husband, James, who also is co-founder of Global Financial Trust. She has been helping individuals and families live the retirements they desire ever since — first as an administrative assistant and licensed insurance agent, and now as a financial advisor who can offer both investment and insurance products and services.
Amie enjoys meeting new clients, learning who they are and what inspires them so she can help develop comprehensive, custom plans. She advises clients to constantly ask questions and share their thoughts. “It’s true I may never know you as well as you know yourself,” she says, “but I’d sure like to try. And in order to do that, I need to hear your questions and know what you’re thinking.”
Born and raised in the greater Grand Rapids area, Amie credits her parents and grandparents for instilling in her a passion for hard work and deep family values. She attributes her success to her devotion to treating every client like a member of her family.
Amie and James have been married since 2005 and have five adult children, two grandchildren and a dog named Gizmo. When she isn’t helping families create plans intended to find financial confidence, Amie can be found spending quality time with family, leading a women’s small group at her church and mentoring women throughout her church and community. She also enjoys warm summer months, early-morning runs, yard work, dinner with friends and spoiling her grandchildren, nephews and niece.