Raised in a family that historically valued financial responsibility and planning, Amy naturally gravitated toward the financial industry, where her talent for productivity and effectiveness has driven her success in operations and client service. She earned a bachelor’s degree in business with a concentration in entrepreneurial studies and a minor in sociology from Muhlenberg College, providing her with the ideal foundation to excel in the independent financial services sector.
Amy has spent years shaping organizational success, with experience managing medical offices, working with the Colorado Society of CPAs, and overseeing operations for an independent financial firm. She sincerely enjoys the responsibility of stewardship, fostering client relationships, and implementing effective operational strategies.
Originally from a 90-acre property outside Scranton, Pennsylvania, Amy moved to Colorado in 2013. She loves the vibrant lifestyle Denver provides, with its perfect balance of nature and city living.
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On Her Time Off:
She’s attending comedy shows, concerts, live sporting events, art and food festivals, and trying new restaurants. Rare days at home are spent scratch cooking or relaxing with her kittens, Orla and Ben.
