Registered Financial Assistant
Amy joined Summit Wealth Group recently. Her previous experience includes regional and national firms. She began her career in operations of a regional firm in 1998. Since then, she has worked in various roles, including performance reporting, equity capital markets, life insurance sales, and registered financial assistant. Amy enjoys getting to know the clients and assisting them in reaching financial freedom and planning for retirement.
When not working, Amy enjoys spending time with her family and friends and traveling. You can find her working in her flowerbeds, playing golf, or spending time by the pool or lake. Amy is a widow with two children, Colton and Olivia. Colton keeps her on the go with baseball and golf while Olivia is busy with singing/songwriting.