Amy Ahrens, CEPA, Certified Value Builder™, is a valued part of the WealthSource network of advisors. Amy uses her own entrepreneurial background to better serve her business-owning clients. Born into her family's mechanical contracting company, Amy received a practical education in running a business from a young age. Those lessons led her to successful stints in logistics, systems creation, operations, education, and sales.
Before joining WealthSource, Amy served as the Chief Financial Officer and Chief Operations Officer of Heritage Investors, LLC — a boutique wealth management firm that was acquired by WealthSource in 2022. Prior to her time at Heritage, Amy served as the National Area Manager, Executive Assistant, and Event Coordinator for Lynnea Tate, an Independent National Sales Director of Mary Kay, Inc. She also owns her own business as an Independent Beauty Consultant of Mary Kay, Inc. Amy uses each of her past experiences to fuel her passion for helping business owners run efficient, profitable operations. Amy says her passion is driven by the opportunity business owners have to impact not just their own future, but the futures of all who work for them. The ability to multiply influence in the world inspired her to become an advisor and is what she finds the most rewarding.
Amy received a Bachelor of Arts degree in History from Liberty University.
Married with three children, Amy, and her husband reside in Knoxville, Tennessee. Before settling in East Tennessee; Amy grew up in the Northern Neck, along the rural, eastern Virginia peninsulas. She has also lived in Pennsylvania and southwest Virginia. Although her husband, two sons, and daughter all drive motorcycles for fun, Amy enjoys traveling, exercising, and enjoying the natural beauty of East Tennessee.
The Certified Exit Planning Advisor (CEPA) credential is conferred by the Exit Planning Institute, Inc. To obtain the CEPA credential, an individual must complete the CEPA Program, a four-day in-person or five-day online program designed to show advisors how to help business owners align their business, personal and financial needs in the exit planning process, pass a closed book proctored examination, and pay an examination fee. In order to maintain the CEPA credential, individuals must complete 40 hours of continuing education every three years and pay an annual fee.
The Certified Value Builder™ designation is conferred by Built to Sell Inc. To obtain the Certified Value Builder™ designation, an individual must complete a 2+ hour online Introduction to Value Builder Learning course; complete a 3+ hour self-directed, online, video Advisor Mastery Course; complete 8 to 10 hours of one-on-one Practice Integration implementation sessions; be enrolled in, but not necessarily complete, the FastTrack AdvisorAccelerator Elective course or the CoachMasters AdvisorAccelerator Elective course, and successfully pass the Certified Value Builder™ Certification Exam with a score of 70% or better. There are no ongoing requirements to maintain the designation.