Amy has had a fascination with finance and the stock market since she was a young child, and vigorously pursued attaining the necessary knowledge and experience to allow her to serve others with value and impact. With more than 20 years of industry experience, she finds it extremely gratifying to help people navigate their journey to retirement and to apply her strong analytical skills in finding solutions to even the most complex issues.
Amy takes a full-service approach to advising to meet each client’s entire wealth planning needs, not just as it pertains to their investments. When needed, she consults with accountants, attorneys and other professional resources on anything from gifting to real estate investment. She’s proud to be affiliated with a brokerage that affords her direct access to top-level strategists and senior management in order to help her clients make the best decisions possible.
Amy holds FINRA Series 7, 63 and 65 securities licenses, as well as Accident & Health, Variable Life/Annuity, and Life & Fixed Annuities insurance licenses.
Forbes, a renowned name in business and finance reporting, awarded "Best in State" to Vestra highlighting the leading wealth management firm’s breadth and depth of experience, volume of assets managed and proven best practices in Pennsylvania. This acknowledgment reinforces Vestra's position as a trusted partner in guiding clients towards their financial goals.