Amy B. Weldele, CFP®
Senior Wealth Manager
Amy Weldele is a Senior Wealth Manager, who joined the Budros, Ruhlin & Roe, Inc. team in 1998. She is a CERTIFIED FINANCIAL PLANNER™ certificant and has been advising clients for more than 17 years in all aspects of comprehensive wealth management. She graduated with a bachelor’s degree in economics from Ohio Wesleyan University.
In addition, Amy is a CERTIFIED DIVORCE FINANICAL ANALYST™. She obtained this designation in 2013 and has worked with clients considering divorce and also clients navigating through the process of divorce. She is a member of the Central Ohio Academy of Collaborative Divorce Professionals and a trained Mediator.
In 2014 and 2015, Amy was named a Five Star Wealth Manager by Five Star Professional* and was a featured leader for the OSU Buckeye Leadership Fellows luncheon series. She has been quoted in the Wall Street Journal and Smart Business Columbus.
Amy is serving a 3 year term on the Kappa Kappa Gamma Foundation Finance Committee as well as the Fraternity/Foundation Investment Sub-Committee. She is also the current President of the Columbus Alumnae Association, previously serving as Vice President. Prior to her work for the Alumnae Association, Amy served for almost 10 years as Treasurer of the Kappa Kappa Gamma House Board at Ohio Wesleyan University.
She is member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the Institute for Divorce Financial Analysts (IDFA). Amy is a graduate and current member of the Jo Ann Davidson Ohio Leadership Institute. Amy lives with her family in Westerville and is currently serving on the Westerville Shade Tree Commission.
*How was I selected?
Five Star Professional relied on one of three sources - firm nomination, peer nomination, and per-qualification based on industry standing - to identify award candidates. Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. The resulting list of 2014 Five Star Wealth Managers represents an exclusive group of Columbus area wealth managers who provide quality services to their clients.