Financial Paraplanner Qualified Professional
Amy is a graduate of Northwestern College in Traverse City with a degree as a paralegal.
She began her career in the financial industry in 1993. She worked for numerous firms and has extensive experience in market exposure. She is well versed in the operational and administrative aspects of financial planning. In 2021 Amy earned her Financial Paraplanner Qualified Professional designation.
Her priority is making sure client expectations and service issues are met.
After a leave of absence to care for her child that was diagnosed with AML leukemia, she understands the importance of financial planning and helping clients pursue their lifetime goals.
Amy is currently involved with the National Leukemia and Lymphoma Foundation, Relay for Life and St Jude’s Research.