Amy Bushman

Amy Bushman

Risk Manager Foundation Wealth Strategies, LLC Client Service Associate, RJFS

Amy serves as Risk Manager at Foundation Wealth Strategies, where she is responsible for managing the end-to-end process of insurance applications and client onboarding. With more than 25 years of client service experience and a strong background in the insurance industry, she holds life and health insurance licenses and brings a deep understanding of the processes that support each case.

In her role, Amy focuses on ensuring accuracy, compliance, and timely execution of all insurance-related cases. She works closely with clients, advisors, and insurance carriers to coordinate each step of the process, delivering a seamless and efficient experience. Known for her attention to detail and strong organizational skills, she is committed to maintaining the highest level of confidentiality while supporting clients with care and professionalism.

Amy is passionate about educating clients and helping them feel informed and confident throughout their financial journey. While she does not provide investment advice, she plays an important role in supporting the client experience and ensuring access to the information and resources they need.

Amy lives in Wheaton with her children. She enjoys traveling with family and friends (especially to the beach) as well as cooking, playing golf, and tackling home improvement projects.