Amy Esplin White

Employer firm

Acrylic Financial, Inc. CRD 288263

$73.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Provider Health Solutions
  Scottsdale, AZ
• 11/2018 → 05/2022
  Top Return Financial
  Gilbert, AZ
• 05/2022 → Present
  Acrylic Financial, Inc.
  Fountain Hills, AZ

Other Businesses

Shufeldt Consulting, LLC; Non investment related; 14818 N. 74th Street, Scottsdale, AZ 85260; Consulting services to urgent care and medical office practices; Independent Contractor - Operational support; Started 2003; 30 hours per month; 15 hours per month during trading hours; HR & marketing support for varies companies within the Shufeldt Consulting umbrella including helping with the Empower Profit Sharing 401k plan. Bright Advisor; Not investment related; 4450 S. Rural Road Ste B132, Tempe, AZ 85282; Financial advisory and wealth management firm; Life Insurance Sales, investment Advisory Representative, and Certified Tax Advisor; 10% owner; Started 09/2023; 15-20 hours per week; 15 hours during business hours; Financial Planning - Provide tax advisory and planning services, including reviewing tax strategies and educating clients on tax-efficient financial decisions for individuals and businesses. Coues Cabinets, LLC; Cabinet manufacturing and installation; Joint owner; Gilbert, Arizona; Not investment related; provide limited payroll, accounting and operational support, started July 2026; approx 4-8 hours per month - not during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-24

Other Names

• Amy Espli