Amy has spent 20 years in financial services, from Wall Street to the San Francisco Bay, and now calls the greater Seattle area home.
Having seen the good, the bad, and the ugly across her industry, working at traditional brokerage firms, investment banks, and large asset managers, she believes there is no better way to serve clients than as an independent fiduciary.
Amy currently lives in Redmond, WA, with her family. In her spare time, when not busy chasing her kids around in matching super-hero capes, she enjoys writing and learning tennis. She graduated Phi Beta Kappa from Wesleyan University in Middletown, CT, with a Bachelor of Arts in the College of Letters, and holds her Certified Investment Management Analyst designation from the Wharton School of Business.
She is Series 65 licensed and a CERTIFIED FINANCIAL PLANNER™ professional.