Amy grew up as part of the same large family as Karen, and was instilled with the same values and morals. Though they are sisters, it’s all-business when it comes to the work she does for you.
Amy worked as a licensed insurance professional with State Farm for many years. She graduated cum laude with a Bachelor of Science from Maryville University. Due to her past experience, she holds licenses in property/casualty, life and health insurance in addition to the securities licenses that are important to helping you with your finances and oversees the risk management assessments for all clients.
As a key player, Financial Advisor, Office Manager and *Notary Public, Amy works to ensure everyone receives the highest caliber of service at One Financial. Amy gets to know you as you jointly decide what investments are best for you. Driven with a reassuring and calming personality, she applies her knowledge of the financial industry to ensure her clients are cared for appropriately and the office runs efficiently.
Amy, along with everyone at One Financial, gives personal attention to be sure you get everything handled smoothly. They attempt to provide financial planning in an accurate, feasible and appropriate way.
In the future, Amy will be the Lead Advisor at One Financial. She is very involved with each client and serves right beside her sister Karen. We believe the One Financial team is lucky to have such a dignified manager.
*Notary public services and certain insurance services mentioned are not offered by or affiliated with Raymond James.