WHO WE ARE
Client Service Associate
Amy is a native of the Seattle area, and a graduate of California State University Sacramento with a degree in Physical Education. As a former Air Force spouse for more than 18 years, she has lived in Pomona, CA; Ridgecrest, CA; Sacramento, CA; Dayton, OH; Sterling, VA; Springfield, VA; San Pedro, CA and now resides in Mountain Green.
Amy has a financial services background from previous employment with Franklin Templeton Funds and Merrill Lynch, where she held a series 6 license and took great pride in her client service skills.
Amy is an avid skier, mountain biker, and loves to cook. She was also a competitive equestrian for most of her life. She loves spending as much time as possible with her daughter, Sierra.
Phone: 801.475.4002 Ext.101
FINANCIAL PLANNING FOR TOMORROW
Want to get in touch with one of our advisors? Fill out this form and we’ll get back to you as soon as we can.
1523 East Skyline Drive, Suite C South Ogden, Utah, 84405
M- F: 8:00am - 4:00pm