Amy Shipley
Client Services Specialist & Licensed Agent
Milestone Financial Group, Inc.
Red Oak, Iowa
Amy Shipley is a Client Services Specialist and licensed Health and Life Insurance Agent at Milestone Financial Group in Red Oak, Iowa, supporting the firm’s four advisors and client investors by researching questions, scheduling meetings, preparing documents, listening to our clients’ needs, and collaborating with our experienced team to puruse those needs.
Amy has more than 30 years of exceptional customer and client services experience in a variety of health, long-term care, agricultural, and financial businesses. She received her Bachelor of Science degree from Iowa State University in psychology and earned a Master of Arts degree in Wellness Management with a minor in business from Ball State University.
A farmer’s daughter from north central Iowa, Amy and her husband Leland live on a livestock, hay, and row-crop farm in Nodaway where they raise Suffolk cross sheep, some of which are sold to a local farm-to-table restaurant. They also have a cow-calf operation. They have two adult children, and an interesting fact is that all four of them were graduates of Iowa State University and on the Dean’s List or President’s List.
Have a question or need help with paperwork? Amy is happy to assist. Call 712-623-5726 or email amy@milestonefinancialgroup.com.
Frequently Asked Questions (FAQs)
Who is Amy Shipley?
Amy Shipley is a Client Services Specialist and licensed Health and Life Insurance Agent at Milestone Financial Group, Inc. in Red Oak, Iowa.
What does Amy Shipley do at Milestone Financial Group?
Amy supports the firm’s advisors and client investors by researching questions, scheduling meetings, preparing documents, listening to clients’ needs, and collaborating with the team to pursue those needs.
Is Amy Shipley insurance licensed?
Yes. Amy is a licensed Health and Life Insurance Agent.
How much experience does Amy Shipley have?
Amy has more than 30 years of customer and client services experience across health, long-term care, agricultural, and financial businesses.
Where did Amy Shipley go to school?
Amy earned a Bachelor of Science in psychology from Iowa State University and a Master of Arts in Wellness Management with a minor in business from Ball State University.
How can someone reach Amy Shipley?
Call Milestone Financial Group at 712-623-5726 or email amy@milestonefinancialgroup.com. Amy is happy to help with questions, paperwork, and scheduling.