Financial Advisor & Planning Specialist
Amy has been in the financial services industry since 2015 and joined our team in 2020. Amy understands firsthand how important a strong financial plan is to families, as she has a family of 5 of her own.
Not only has she found a passion for working with growing families, but she also has in-depth knowledge of college planning and women-owned businesses, making her an extremely well-rounded individual capable of handling clients' needs. Amy is currently working towards her ChFC® designation.