We believe our value to clients is being a dedicated resource they know and trust. Using our perspective, we help our clients reach their goals by leading the conversation to address their key concerns.


Forbes Top Women Wealth Advisors Best-In-State¹
In 2023, 2024, 2025 and 2026, Amy M. Roof has been named as one of the Forbes Top Women Wealth Advisors Best-in-State. 

Forbes Best-In-State Wealth Advisors² 
In 2024 Amy M. Roof has been named as one of the Forbes Best-In-State Wealth Advisors for 2024. 

Forbes Top Next-Gen Wealth Advisors Best-In-State
In 2022, Amy M. Roof has been named as one of the Forbes Top Next-Gen Wealth Advisors Best-In-State. 


 

Forbes Top Next-Gen Wealth Advisors
In 2019, 2020 and 2021 Amy M. Roof has been named as one of the Forbes Top Next-Gen Wealth Advisors. 



Focus

A cornerstone of investment planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. My guiding principal is to provide objective and effective financial advice and guidance— with the highest level of professional service—in building and preserving wealth for my clients.

Education & Professional Achievements

• Bachelor of Science in Business Administration & Political Science, Murray State University

• Masters of Personal Financial Planning, College for Financial Planning

• Certified Financial Planning Education, Northwestern University

• CERTIFIED FINANCIAL PLANNER^®, CFP Board of Standards

• Certified Private Wealth Advisor (CPWA^®), Yale School of Management and Investments & Wealth Institute

• Certified Investment Management Analyst Education and Designation (CIMA^®), Yale School of Management and Investment and Wealth Institute

• Chartered Retirement Planning Counselor^SM (CRPC^®), College for Financial Planning

• Chartered Advisor in Philanthropy (CAP^©), American College of Financial Services

• Retirement Income Planning Counselor^TM, (RICP^®), American College of Financial Services

Community Involvement

• President, Paducah River City Business & Professional Women 2014–2015

• McCracken County Convention and Visitors Bureau Board, 2008–2011

• President Paducah Hospitality Association 2010

• 2009 Bobbi Holman Award Winner was bestowed by Bobbi Holman as a result of philanthropic and/or community efforts

• 2017 BPW Service with a Passion Award was bestowed by BPW as a result of philanthropic and/or community efforts

• Member of PEO Chapter P

• Board Member Mercy Health Foundation - Lourdes 2019 - present

• Awarded Duchess of Paducah – 2020*

I enjoy traveling with my husband Matt. Being a mom is the best part of everything I do and enjoying spending time with our children Kathryn, Tanner, Cambree and Ryder.

1 2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) Fee paid for use of marketing materials. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. View additional disclosures


2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. View additional disclosures


3 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing material.  View additional disclosures


4 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). Fee paid for use of marketing materials. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. View additional disclosures

I am dedicated to helping our clients achieve their financial goals by providing investment advice and a level of personalized service that exceeds expectations.

Educational and Professional Achievements

• Bachelor of Science in Telecommunications Systems Management, Murray State University, 2011

• Masters of Business Administration, University of Kentucky, 2023

• Certified Financial Planning Education, Emory University

• CERTIFIED FINANCIAL PLANNER^®, CFP Board of Standards

• Certified Private Wealth Advisor (CPWA^®), University of Chicago Booth School of Business and Investments & Wealth Institute^®

• Certified Investment Management Analyst® (CIMA^®) certification

• Accredited Asset Management Specialist (AAMS^®), College for Financial Planning

Community Involvement

Personal

I am an avid sports fan, and take advantage of any chance I get to attend a college basketball or Major League Baseball game. I’m an active Rotarian, enjoy volunteering my time with various boards in Western Kentucky, and remain heavily involved with Murray State University and Sigma Phi Epsilon. My wife, Kelly, and I enjoy traveling and attending concerts and sporting events together.

Becky began her financial services career in 1995 working for a local bank and joined the A.G. Edwards & Sons office, now Williams, Roof & Taylor Wealth Management Group of Wells Fargo Advisors in 2004. 

Becky has over 27 years of financial industry experience. Her focus is on efficiency and providing clients with superior client service.

Becky is a graduate of Shawnee Community College earning an Associates of Applied Science degree in accounting. She has also obtained her FINRA Series 7 and Series 66 securities registrations as well as Life, Health, and Annuity Insurance Licenses. Becky also completed the Chartered Retirement Planning Counselor and Accredited Asset Management Specialist certifications with the College for Financial Planning. 

She likes to spend most of her spare time outdoors. Becky enjoys working out, playing golf, camping, traveling, and rooting for her favorite football team the Pittsburgh Steelers. Becky resides in Lone Oak, KY, with her husband Jason, while her stepson Chandler resides in Nashville, TN. Becky is also involved in the community and her church and volunteers regularly.  Helping others and giving back is very important to her.