Amy Heyel, CPFA

  • Bachelor of Science, Finance, The College of Charleston, Charleston, SC
  • Certified Plan Fiduciary Advisor

Amy works extensively with Plan Sponsors, assisting our clients in designing customized solutions in the areas of administration, fiduciary oversight, investment policy and monitoring, plan design, vendor evaluation and total plan cost analysis.

Amy has over 25 years of experience in the retirement plan industry, serving plan sponsors for both public and ERISA qualified retirement plans. Prior to joining AndCo, Amy held positions at Segal Advisors (today Segal Marco Consulting) and Empower Retirement.  At Empower, she served as the Regional Vice President for Government Markets,  overseeing the firm’s client relationships and sales in the eastern region.   Amy also served as Vice President and Senior Consultant at Segal Advisors, where she was the investment consultant for Defined Benefit and Defined Contribution plans for Taft-Hartley, Corporate and Governmental Plan Sponsors.

Amy current serves on the Executive Committee and as Audit Committee Chair for the College of Charleston Endowment Fund.