Addition of Amy Dunham and her team of professionals showcases Kestra PWS’ commitment to the growth and evolution of its existing firms
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today welcomed Amy Dunham to its community of independent financial professionals, in partnership with Cordele, Georgia-based Inspired Wealth Planning (Inspired), which joined the Kestra PWS platform in 2023.
With $235 million in client assets under management, Dunham specializes in retirement planning, multi-generational wealth transfer, and community-based financial education. Bringing over two decades of industry experience to Inspired Wealth Planning, she will be joined by her long-time colleagues Rhonda Harwell, Director of Operations, and Natalie Edwards, Director of Client Relations.
Inspired’s financial professionals specialize in customized financial plans for clients that address life milestones such as multi-generational planning, liquidity events, legacy strategies, and longevity preparation. The firm currently has five offices across Georgia, with a footprint in Cordele, Griffin, LaGrange, Perry, and Waycross. Because Kestra PWS is dedicated to supporting the expansion of existing firms, the team offers a comprehensive real estate offering, which Dunham is leveraging to set up an office space in Griffin, Georgia. Inspired’s Griffin office marks the firm’s fifth location.
“I’m thrilled to have found a new home for myself and my colleagues with Inspired Wealth Planning and the Kestra Private Wealth Services family,” said Dunham. “With Inspired and Kestra PWS, I’m excited to capitalize on technology improvements that will benefit my longstanding client-centric approach to financial planning strategies while continuing to serve my clients in my home base of Griffin, Georgia.”
“Amy and her team were a natural fit for both Inspired Wealth Planning and Kestra Private Wealth Services,” said Rob Bartenstein, CEO of Kestra PWS. “This addition emphasizes the ongoing value proposition Kestra PWS brings to its platform of wealth management firms and financial professionals. We’re excited to continue supporting the growth of the Inspired team as they continue prioritizing elevated service for their clients.”
Dunham and her team were previously associated with Edward Jones.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA as a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm’s comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses. Kestra PWS has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model. For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals – including traditional and hybrid RIAs – to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.
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Contacts
Vested for Kestra Private Wealth Services
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