In her role, Amy ensures clients’ needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and helping clients with all manner of operational tasks. She works adeptly to resolve even the most complicated issues.
Amy graduated from Northern Arizona University with a Bachelor of Science in Education. She has more than 15 years of client servicing experience in the medical, behavioral health, and finance industries. She has worked with numerous financial firms, including LPL Financial, TD Ameritrade, and American Funds.