A huge team player, Amy wins the prize when it comes to helping others. She is always striving to learn more, know more and be more, not only in her work but in life too. She supports a staggering number of our Advisors as a knowledgeable Virtual Administrative Assistant and provides training to newly hired assistants. The feedback we hear is that with Amy’s help, Advisors are able to focus more on what matters to them: their clients. She has been in the financial industry since 2010 and we are thankful she is on the team.
Although Amy was born and raised in Colorado, she is often asked where she is from because of her “accent”. She doesn’t hear it! For fun Amy loves to bake peanut butter cookies, read mystery novels and enjoys being a mom.