Partner | Wealth Manager
Amy is a CERTIFIED FINANCIAL PLANNER ™ with over two decades of experience in financial services. She began her career in banking as an analyst for corporate accounts, transitioning into middle-market commercial lending before deciding to become a financial advisor in 2010 so she could have a greater impact on people’s lives. Amy completed her financial planning coursework and capstone at University of Georgia Terry College of Business. Amy’s knack for numbers and “listen first” approach has enabled her to draw on all of this experience to help create comprehensive plans for her clients.
Over the past 20 years, Amy has built strong ties to the community through volunteer and Board appointments. She was honored to be on the Board of Trustees for Gwinnett Technical College for over ten years, where she served most of her time on the Finance Committee. She is a 2008 graduate of Leadership Gwinnett.
Amy is passionate about giving back to the community and often sponsors many school and local events. During her 20 years in Gwinnett County, she has been involved with the United Way and American Cancer Society, as well as numerous other non-profit organizations.