Amy is an experienced Wealth Strategist who works with clients to identify and meet their short-term, mid-term and long-term goals. Amy supports the north Puget Sound from Renton to the Canadian border, the Olympic Peninsula through Eastern Washington, and all stops in-between.
Amy believes in clear communication and acting with honesty and integrity. She is focused on the success of clients and helping them grow, preserve, and transfer their wealth in the way they want, with all their goals in mind.
Amy’s career in financial services spans more than 30 years, with a concentration in Wealth Management and specifically, relationships and caring for client.
Amy believes in giving back to her community. She has served as Board Chair, has been a member of the Finance Committee, and currently sits on the Investment Committee of Treehouse, a nonprofit that supports youth in foster care.
