Amy Wilson

Amy Wilson, CFP®, CKA®

Sr. Financial Planner
Greenwood, IN

Amy Wilson is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Amy uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining Blue Trust, Amy was the stewardship and finance coordinator for over seven years at Redeemer Presbyterian Church. While there, she implemented all financial functions and related processes and created and implemented a generosity plan to help the church grow a culture of generosity. Before her tenure at Redeemer Presbyterian Church, Amy worked for multiple non-profits and ministries. In her roles, she designed and executed successful fundraising strategies.

Amy graduated with highest distinction from Purdue University with a BA and was also a Phi Beta Kappa member.

Amy and her husband, Doug, have lived in Indianapolis, Indiana, for over 26 years and have three sons. Amy is a founding member of her local church, where she co-chaired a capital campaign, taught Crown classes, and offered financial counseling to members. She is also a Washington Township Committee member of Young Life. In the past, she has been actively involved with several boards, including The Oaks Academy, Harrison Center, Herron Morton Place Foundation, and the regional board of HOPE International.

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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE