Amy is a valued member of the Sunstone Wealth Management team, where she plays a pivotal role in ensuring the office operates in strict adherence to industry’s standards. She provides oversight and supervision on all business activities. With meticulous attention to detail, she continuously evaluates our practices, seeking avenues for improvement. Her efforts not only enhance operational efficiency but also promote consistency throughout our organization.
Having earned a Bachelor of Science degree in Business Management from the University of Phoenix, Amy brings a wealth of experience garnered from her tenure in the financial services industry. Her impressive credentials include certifications such as AAMS® and a range of securities licenses including Series 7, 4, 8, 63, and 65. Additionally, Amy is a registered options principal and insurance licensed, further emphasizing her expertise in the field.
Beyond her professional endeavors, Amy is an avid explorer of Arizona's diverse landscapes, often embarking on adventures on horseback to immerse herself in the state's natural beauty. Her commitment to animal welfare shines through her involvement with the Rio Salado Vizsla Club, where she serves as a dedicated member of the board of directors.
Amy and her husband Randy, a proud third-generation Arizona native, call the picturesque Cave Creek area home, where they enjoy the tranquility of their surroundings and the companionship of their beloved Vizsla dogs.
AAMS® and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
