Amy has a been a valued staff member for more than a decade, and works diligently to help ensure information is effectively passed between clients and their financial professionals. She is a natural-born problem solver, which she puts to good use communicating proactively and efficiently with both her team members and clients.
As you begin the onboarding process, Amy will walk you through each step and answer any questions along the way. Her primary goal is to make sure you and your financial professional are on the same page at all times. She’s a true jack of all trades and an invaluable asset to our firm’s operations.
Amy and her husband are avid travelers and love finding new places to explore. She enjoys spending time on the beach, especially in Mexico, as well as attend outdoor concerts in the summer.