Creative IRA Utilization ~ Effective Estate & Tax Planning
 

Amy Arial


Amy Arial graduated from Southern Utah University with a degree in Business Management/Marketing and was honored with the prestigious DEX national collegiate marketing award. She then began her career working with a registered investment advisory firm in St. George, Utah, learning all facets of the wealth management industry.

In 2004, Amy moved from St. George to Sun Valley, Idaho to enjoy her passion for the outdoors and raise her children in a small community, mountain environment. Early in 2008 Uranga and Associates recruited Amy to head up their product management and compliance department. Working closely with our new clients establishing the foundation of their IRA real estate plan, the SAFE HARBORŪ account, Amy supervises the seamless and timely progress of the integral components of this process.
               
PO Box 187 ~ The Christiania Bldg. Suite J ~ Sun Valley Road ~ Ketchum ID 83340 ~ 800-564-8625
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