I love inspirational quotes because they are a great reminder of the amazing potential life has to offer. My personal favorite is, “Just be yourself. Let people see the real, imperfect, flawed, quirky, weird, beautiful, magical person that you are” - Mandy Hale
As our Chief of Staff, CPO, 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.