The combination of being raised in a family who has historically weighed financial responsibility and planning with heavy importance along with Amy’s innate talent for productivity and effectiveness made entering the financial industry with a focus in operations and service, a natural decision. She graduated from Muhlenberg College with a bachelor’s in business, a concentration in entrepreneurial studies and a sociology minor - a blend which equipped her with the ideal foundation needed to thrive in the independent financial services industry.
Amy has spent years influencing and impacting organizational success through her experience managing medical offices, working with the Colorado Society of CPAs, and overseeing operations for an independent financial firm. She enjoys the responsibility of stewardship, working with clients and developing efficient operational strategies.
Amy was raised on 90 acres outside of Scranton, Pennsylvania and moved to Colorado in 2013. She appreciates the dynamic lifestyle Denver provides by having both nature and city life easily accessible.
The Stats:
On Her Time Off:
She enjoys going to comedians and concerts, attending live sporting events, frequenting art or food festivals, and trying new restaurants. Rare days at home are spent scratch cooking or relaxing by the pool.