With over 20 years of experience in customer service and three years in the financial services industry, Amy plays a vital role in keeping the office running smoothly. As Office Manager and Assistant, she supports all departments—overseeing daily operations, managing client communications, answering phones, maintaining scheduling, solving problems, and assisting the advisor directly.

A proud U.S. Navy veteran, Amy served as a Naval Hospital Corpsman during her military career. She is currently working toward a career in the securities industry. 

Outside of work, Amy enjoys spending quality time with her husband and family, especially her grandson. She also has a passion for music and serves in her church’s praise and worship ministry.