Knowledgeable and personable, Amy is dedicated to helping clients meet their financial goals. Our clients know that they can rely on Amy to help them plan for a financial future in a way that best meets their goals and investment strategy. Whether you are planning for retirement, saving for your children’s education, or looking to preserve your wealth, Amy can help.
Amy holds a Series 7, 66, life, health insurance, and variable annuities licenses, and as an Accredited Asset Management SpecialistSM. Amy has completed the AAMS course of study encompassing investments, insurance, tax, retirement, and estate planning issues. She adheres to standards of professional conduct and is committed to continuing industry education.
Amy began her career while in college, working in the Finance and Accounting field. After graduating, she has had various management positions before becoming a Financial Consultant for Wells Fargo Advisors in Bay City, Michigan.
Amy earned a bachelor’s degree in Business Administration from Saginaw Valley State University, and an Associate’s Degree from Delta Community College.
Amy is originally from Bay City and today lives in Saginaw with her husband, Clint, and children, Connor and Landen. In her free time, Amy enjoys traveling, camping, and spending time with her family.