Amy joined our team in January 2026 after returning to her home state of Florida, where she was raised. She brings over 20 years of client service experience across a range of investment management firms, offering a deep understanding of client needs and industry best practices. Known for her ability to streamline processes and improve efficiency, Amy is passionate about delivering exceptional service and building strong client relationships.
Outside of work, Amy enjoys cooking, spending quality time with her family, and cuddling with her beloved pets.