Amy brings more than 15 years of tax experience to the financial planning profession. Through her work helping individuals and families navigate tax planning and preparation, she developed a passion for helping clients understand the bigger picture of their financial lives. She believes that the best financial decisions are made when tax strategies and long-term planning work together, making her transition into financial planning a natural next step.
In addition to her role in financial planning, Amy continues to serve clients as a Tax Specialist during tax season, providing a unique perspective that bridges tax planning and wealth management. Amy enjoys helping clients gain confidence in their financial future through thoughtful planning and personalized guidance.
Fun Fact: When she's not working with clients, Amy enjoys spending time with her three dogs, planning travel adventures, and visiting her three adult children whenever possible. She is also a proud Mimi to her grandson, Lincoln. Amy is currently looking forward to a trip to Greece with her youngest child this fall.