Amy leads our financial planning process to make your life simple. She worked for 8 years as a financial advisor associate with a local wealth management firm and now manages our financial planning solution called “Blue Pages.” She is also instrumental in the development of our new proprietary financial planning program which will increase the efficiency of our process. Clients appreciate her passion for simplicity.
Amy grew up at the foothills of the Appalachian Mountains in Greenville, South Carolina. Her tuned ear for client concerns comes as no surprise as she studied classical performance at Furman University. A welcoming personality, there are few things she enjoys more than a good meal with close friends and family, snuggling with her dog Tank and the three B’s – baseball, baking and Broadway.Email Amy