Amy provides direct support to clients and advisors. With a career spanning more than 20 years in the financial services industry, she has extensive experience working with clients at all complexity levels, including ultra-high net worth. She is passionate about developing and maintaining long term personal relationships with clients and delivering an exceptional client experience.
Amy is a graduate of Youngstown State University, where she earned an A.A. in Business Management. She is also commissioned as a notary public in Ohio.
Along with her husband, Andrew, Amy lives in Jefferson, Ohio. She enjoys spending her free time with family, reading, and working on her family’s hobby farm.