Amy Borkowski

Senior Advisor

QKA, CPFA, AIF®

For the last 19 years, Amy's career has been focused on the intricacies of retirement planning- from plan design to government compliance and employee education. In working with either retirement plan participants or individual clients, Amy strives to provide solutions that improve the likelihood of financial independence in retirement.
Amy earned her B.A. in Mathematical Science from DePaul University. Prior to joining Clayton Financial Group, Amy was the Director of Retirement Plan Consulting at EPIC Retirement Plan Services (formerly RPS Benefits). Amy started her career as a Retirement Plan Specialist at RPS Benefits in 2003. She also spent time at Fidelity Investments in the testing and reporting department.

Outside of the office, Amy enjoys reading, doing projects around the house, and spending time with her husband, Patrick, and two sons, Rowan and Gavin.

(314) 571-7165