Amber Wallis
As the owner of Heritage Financial Solutions, LLC., her primary focus is working with her clients to develop and implement investment and financial strategies – helping them pursue their retirement goals.
Amber is an Investment Adviser Representative and has completed FINRA Series 7, 6, 63, securities registrations which are held through LPL Financial and the series 65 securities registration which is held through Heritage Financial Solutions. . In addition, she is also a Life and Health Insurance professional. This means in addition to providing guidance and advice for investments, she also has the specialization to provide suitable insurance solutions – helping her clients prudently manage expected and unexpected life events.
With over 24 years experience in the financial services industry, Amber is fully qualified and experienced to provide guidance and advice related within and throughout any type of market conditions.
Amber is a native of Dodge City and is married to Corey, her husband of 25 years. Together they have two sons, Keaton and Hayden.