Amy is the first point of contact for our clients.  She is the lead receptionist and assists with service requests and money movement.  Amy is also responsible for planning client and marketing events.

Amy has 12 years of experience in the financial/wealth management industry.  Past professional roles and experience include:

Associate/Client Service Manager, TritonPoint Wealth

Client Service Manager, Goldman Sachs

Client Service Manager, United Capital

Amy has a Bachelor of Science in International Business and Finance from The Ohio State University.

Amy enjoys traveling, live music, cooking, and spending time with her family of four sons, Russell, Peter, Brian, Seamus and her five grandchildren.