With 20 years in the financial services industry, Amy brings a steady values-driven approach to helping individuals and families make confident financial decisions. Integrity is the foundation of her work. She believes trust is earned through consistency, transparency, and always putting people first.

Amy genuinely cares for people and their long-term well-being; she believes successful investing starts with listening. She takes the time to understand each client’s goals, concerns, and life circumstances, and builds strategies designed to provide clarity, stability, and peace of mind through every stage of life.

Outside of work, she is the proud mother of two sons. Her oldest son, along with his wife, is raising their energetic toddler who brings great joy to the family.  Her younger son, who is a kind-hearted adventurous teenager, keeps her busy with skiing and other outdoor adventures. Family and time spent outdoors continue to reinforce her belief in planning not just for wealth, but for a life well lived.