As our Chief of Staff, Amy serves as the liaison and direct point of contact between the partners, team members, and our broker-dealer. She manages practice growth and development and oversees all goal- oriented processes for practical and swift resolution of business flow issues. Amy is known for establishing long-lasting relationships, fostering an environment for open communication, and ensuring the highest standards for our client service experience.
In 2011 Amy joined the SFP Wealth team with a unique background in chemistry and marketing. She holds multiple degrees in Chemistry and Biology with a minor in Spanish. She is also a certified Secondary Education teacher and a licensed Reiki Practitioner.
Amy currently lives in Needham with her husband. She is a lifelong philanthropist, and her list of accomplishments is as big as her heart. While Amy can often be found regularly volunteering for many charitable events, the Pan-Mass Challenge is where Amy has dedicated hundreds of hours over the past 20+ years in support of cancer research. When Amy’s not at the office, on her bike, or donating her time, she loves to travel, spend time with her family, relax with a knitting project, or dig into a great book.