Amy plays an integral role in serving our clients, working with our team to communicate information and address all needs and requests. A skillful problem-solver, Amy addresses client requests and administrative needs with speed and accuracy. Amy also supports the business operations of our team and plays a key role in preparing financial reports.
Prior to joining our team in February 2024, Amy was a senior registered client associate at Wells Fargo Advisors.
Amy is originally from Tipton, Indiana, and now lives in Sharpsville with her husband, John. When not in the office, Amy enjoys boating, traveling and just spending time with her husband and adult children, Hunter, Dakotia, Karly and Conner.