Qualified consultants
for your company retirement plan

Amy Bee

Senior Client Service Associate

Amy joined the firm in 2000 and assists with the daily needs of our clients and advisors. She is very client oriented and always ready to go above and beyond to help. She also serves in a vital capacity as the firm’s technical liaison.

She earned a bachelor’s degree in marketing from the University of Tennessee, Chattanooga. Amy is a PTA board member and volunteer for Alpine Crest Elementary School. A native of Chattanooga, Amy now lives in nearby Red Bank with her husband, Danny, and son, Bradley.

Amy Bee

A Plan Consultation

Let us analyze your current plan and compare it to industry benchmarks.

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