Amy Drury, CFP®

Available to meet face-to-face in Spokane or virtually across the country  

• Financial Advisor.
• As a fee-only and fiduciary financial advisor, Amy Drury is never paid a commission of any kind and has a legal obligation to provide unbiased financial advice.
• Provides investment management and financial planning.

Amy was born and raised in Spokane. She attended Whitworth University, where she obtained her degree in Mathematical Economics. After college, Amy started her career at Numerica Credit Union, where she worked in the investment department for five years.  

She joined Stewardship Concepts in 2020 and is passionate about helping clients be good stewards of their money. Amy loves to stay active with her husband and two daughters. She enjoys reading, cooking, and cross-country skiing in her free time. Amy is a CFP and serves as treasurer for the Spokane Financial Planning Association. 

• Risk management
• Investment and retirement planning
• 401k rollovers
• Estate and tax planning
• Social Security optimization
• RMD strategies
• Business retirement plans

• Couples with a 401k, five years from retirement.
• Female business owners