Meet Amy


Amy is our team’s Operations Associate and brings with her five years of experience within the financial services industry. She enjoys the opportunity to continue learning, growing her professional skills, and learning about wealth management.

A graduate of Northern Arizona University with a Bachelor of Science degree in education, Amy boasts more than two decades worth of customer service experience. Her knowledge and confidence in her work are evident and beneficial to our team.

Outside of work, Amy spends much of her free time donating time and services to the local rescues and charities in her hometown. She owns a mini zoo herself, including 6 dogs, 2 cats, a bird, and a handful of fish. She also enjoys traveling to nearby cities to explore new stores and restaurants. She likes to stay busy and has two daughters who keep her on her toes.