Meet the AimWell Financial team.

Amy founded AimWell after more than 20 years in financial services, including more than a decade in investment research. She leads the firm's financial planning and client relationships with a simple belief: understand the person before deciding what the portfolio should do.

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Rick is Partner and Chief Investment Officer of RFG Advisory, where he has led the firm's Investment Team since joining RFG in 2016. Drawing on 12 years at Bain Capital Credit, he provides strategic insight on asset allocation, portfolio construction, and multi-asset portfolios through AimWell's relationship with RFG.

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Bill brings experience across financial planning, trust and estate administration, fiduciary services, and in-depth plan analysis. He is known for asking thoughtful questions, examining the details, and helping clients understand the decisions that deserve a closer look.

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Chris brings a background in clinical and performance psychology, along with more than 20 years of experience working with elite performers in professional sports and entertainment. He helps AimWell apply behavioral insight to the habits, emotions, and decision-making patterns that shape clients' financial choices.

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Denver is often the first point of contact for people reaching out to AimWell and a familiar resource for clients' day-to-day needs. He helps keep important next steps moving by coordinating scheduling, service requests, paperwork, and follow-up. With degrees in both accounting and finance, he brings organization, responsiveness, and careful attention to the client experience.

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Lauren supports AimWell through RFG Advisory, working behind the scenes with RFG, Charles Schwab, and Fidelity to process account updates, transfers, and other service requests. She also prepares and tracks paperwork and electronic forms, helping ensure important next steps are completed accurately and efficiently.

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Camille leads AimWell's marketing and communications, drawing on more than a decade of experience in brand strategy, digital marketing, and client engagement. She helps shape how AimWell communicates, ensuring the firm's ideas, resources, and client experience are clear, thoughtful, and consistent.

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