Meet Amy


Amy is a CERTIFIED FINANCIAL PLANNER™ professional and has ample experience in the financial services industry, making her an asset to our team as a Wealth Advisor. With more than two decades of experience, Amy has worked her way up to her current role through years of hard work and persistence.

An advocate for financial independence and education, Amy specializes in helping women entrepreneurs and divorced/widowed women. She also offers a unique program to help millennials and zoomers get started on the financial path to freedom.

Outside the office, Amy enjoys spending time outdoors and spends most of her summer weekends camping alongside her dog, Cosmo. She also enjoys cooking dinner for her loved ones – especially her three adult children! An Up With People alumnus, Amy has traveled to more than 30 states and 10 countries, but hopes to someday visit Vietnam.



Favorite food:


Best piece of financial advice received:

“Start now”

Favorite quote:

“For I know the plans I have for you declares the Lord, plans to prosper you and not to harm you, plans to give you hope and a future” – Jeremiah 29:11

If you could meet anyone, past or present, it would be:


Hidden talent:


Favorite book:

“Watership Down"

Favorite movie or TV show

“Love Actually”

What motivates me:


Favorite holiday:


Something on my bucket list:

Learning to surf

Place I’d most like to visit:


Biggest accomplishment:

Raising my kids

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.