Amy finds great joy in helping her clients achieve their financial goals. She takes the time to listen to and review her clients’ financial situations and helps them develop investment strategies to pursue their objectives. She makes sure her clients are well educated on their wealth management plans so they can make well-informed financial decisions. Her goal is to empower them so they can go out and enjoy their lives knowing they have a solid plan in place. She also delivers significant value and service to her clients.
Amy has been working in the financial services industry since 1986. She joined RBC Wealth Management in 2009 after 20 years of working as a Financial Advisor at Smith Barney. In 1985 she graduated from Wheaton College where she obtained her Bachelor of Arts degree in political science and economics.
Amy was born in Portland, Maine and currently resides in Cape Elizabeth. She has two grown boys, Matthew and Sam. Matthew is currently working with a Civil Engineering firm and Sam is working in sales for a local TV station. Fortunately for Amy, they are both local. Amy has been a long-standing member of the Portland Rotary Club. She has been a past president, board member and is currently chair of community services. She enjoys skiing, tennis, pickleball and jamming on the fiddle with her friends.
