Financial Advisor
Amy Roberts, a Kansas City native and a licensed financial professional and licensed Real Estate Advisor in both Kansas and Missouri. Amy is passionate about helping individuals, families, and business owners manage, grow, and protect their wealth. She holds licenses in Life & Health, Property & Casualty.
Her background in psychology and finance have given her a deep understanding of how to guide clients through major life decisions —whether that’s planning for retirement, protecting assets, investing wisely, or building generational wealth. Amy brings a personal, education-driven approach to every relationship, helping her clients feel empowered and informed about their financial future.
Beyond finance, She is a passionate entrepreneur, community advocate, and mother of three. Amy owns Serendipity Farm and Vine, a Kansas agritourism business that includes a farm winery, wedding and event venue and wine and coffee tasting room.
She is proud to host charitable events at her farm winery to support organizations like SafeHome (domestic violence awareness),1/99 (a reintegration program for survivors of human sex trafficking), shifting gears for regan (raising awareness of suicide) and others combining her love for helping people with meaningful impact.
Whether you’re looking for trusted financial guidance or a long-term strategy, Amy is here to help you build a secure and fulfilling financial future.
