Amy oversees our Planning Services Department which includes government benefits and life care planning. She is responsible for managing the application processes and ensuring we are preserving as much of your assets as possible. Her considerable experience in problem solving and financial products is a tremendous asset to clients.
Prior to joining our firm, Amy worked for 15 years at Citizens Bank in client support services. Amy lives in Montrose with her husband Wayne and four children, Brittany, Alyssa, Bruce, and Emma.