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Amy Keller

Information Services Manager

amy keller

Amy has been with HFA since 1997 and integrates, automates and consolidates client investment portfolios.

In a highly technical world, her proficiency is a prime benefit to clients. She ensures online investment account access and provides accurate up-to-date data through HFA’s investment management software, Tamarac. She is responsible for managing and tracking all of HFA’s data and continues to keep our operations working in a technologically efficient manner. Amy has a Bachelor’s degree in Accounting from Kutztown University.

Amy current resides in West Lawn with her daughter Audrey.

We make a living by what we get, but we make a life by what we give.
Winston Churchill

Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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