Kestra PWS, Inspired Welcome Advisor  

Kestra Private Wealth Services, a registered investment adviser (RIA) subsidiary of Kestra Financial, Inc., has added Amy Dunham to its community of independent financial professionals, in partnership with Cordele, Georgia-based Inspired Wealth Planning (Inspired), which joined the Kestra PWS platform in 2023.

With $235 million in client assets under management, Dunham specializes in retirement planning, multi-generational wealth transfer, and community-based financial education. Bringing over two decades of industry experience to Inspired Wealth Planning, she will be joined by Rhonda Harwell, director of Operations, and Natalie Edwards, director of Client Relations.

Inspired’s financial professionals specialize in customized financial plans for clients that address life milestones such as multi-generational planning, liquidity events, legacy strategies, and longevity preparation. The firm currently has five offices across Georgia, with a footprint in Cordele, Griffin, LaGrange, Perry, and Waycross.

“Amy and her team were a natural fit for both Inspired Wealth Planning and Kestra Private Wealth Services,” said Rob Bartenstein, CEO of Kestra PWS. “This addition emphasizes the ongoing value proposition Kestra PWS brings to its platform of wealth management firms and financial professionals. We’re excited to continue supporting the growth of the Inspired team as they continue prioritizing elevated service for their clients.”

Dunham and her team were previously associated with Edward Jones.