Vineland-based Allen Associates, one of the region’s leading providers of employee benefits, personal financial and accounting services, recently welcomed Amy Godfrey as a financial adviser.
Prior to successfully transitioning into the insurance and financial services industry five years ago, Godfrey enjoyed a 20-year career operating prestigious health clubs from New York City to Los Angles. Most recently, she owned a high-end training studio in Ocean City.
As Godfrey shifted her career, she leveraged her knowledge of the health and wellness industry to place insurance with niche businesses such as gyms, spas, wellness centers, and medical facilities. Eventually she branched out from offering commercial insurance to personal lines, including life insurance and annuities.
As a financial adviser, Godfrey works closely with her clients to understand their financial fitness goals and provide personalized investment and retirement solutions to facilitate long term health, wealth, and peace of mind. Just as her health and wellness background has complemented her financial services experience, she seeks to help her clients on their journeys to “total well-being.”
“My higher purpose is to share my knowledge and passion for living a life of total well-being and to spread that gift to as many people, businesses, and communities as possible so that they may make a positive impact in the world,” Godfrey said. “My motto is, ‘Health is Wealth and Wealth is Health’.”
Godfrey comes to Allen Associates after expanding her financial services career by obtaining her Series 7 and 66 licenses. The University of Maryland graduate is also licensed to offer Property and Casualty Insurance as well as Accident, Health, Life, Variable Life, and Variable Annuities. Godfrey is also certified as an ACSM Personal Trainer and Reiki Master.
