As our Chief of Staff, Amy is the liaison and direct point of contact between clients, financial professionals, team members and our broker-dealer. Amy first joined SFP Wealth in 2011 and managed the existing Client Services and Marketing departments. She currently manages practice growth and development and oversees all goal-oriented processes for practical and swift resolution of business flow issues. She is effective in developing trusting, long-term relationships with clients and colleagues and will always work to ensure that every client receives the highest quality of service.
Amy holds multiple degrees in Chemistry and Biology with a minor in Spanish. She is a certified Secondary Education teacher and a licensed Reiki Practitioner.
Outside of the office, Amy enjoys spending time with her family and friends, cycling, traveling and pursuing philanthropic endeavors.