Amy joined Personal Wealth Partners in 2014. Her industry experience over the past 20 years includes banking, tax, QuickBooks consulting, and financial planning.
Amy’s goal is to provide a friendly, accessible, and seamless client experience. She works closely with Sue Isaacson as a financial planner to compile and organize client data, conduct research, and provide analyses for clients. She also acts as a liaison to several professional partners in tax, insurance, and estate to ensure a cohesive working relationship for the benefit of clients.
Amy earned her Bachelor of Arts in Management from Loras College in Iowa.