Creating & Preserving Wealth for Generations

Drawing on 25 years of industry experience, Amy helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.

She has an A.S. degree in Accounting, holds FINRA Licenses Series 7 and 63 and is a Life, Accident & Health Insurance Agent.

Amy lives in Churchville with her husband of 25 years, Jeffrey and their dog, Bodie. She has 3 adult children and a granddaughter. In her spare time, she enjoys outdoor activities, music and yoga.