About Amy
As an Associate Wealth Advisor, Amy is an integral part of the Norfolk advisory team. She supports advisors and clients by attending meetings and capturing important details, conducting research, updating and presenting financial plans, serving as an additional point of contact, and communicating and collaborating with clients’ other professional advisors to ensure a holistic approach.
Amy transitioned to a career in finance in 2016 after having previously served as a REALTOR®, as well as holding various administrative, sales, and marketing roles in the manufacturing, giftware, and nonprofit industries.
Amy lives in Virginia Beach with her husband, Tim, and their two dogs, Zeke and Chase. She loves to start her day with a morning walk on the beach and enjoys fitness classes, trying new restaurants, and traveling to new places.
Education and Professional Milestones
- Old Dominion University - bachelor’s degree
As an Associate Wealth Advisor, Amy is an integral part of the Norfolk advisory team. She supports advisors and clients by attending meetings and capturing important details, conducting research, updating and presenting financial plans, serving as an additional point of contact, and communicating and collaborating with clients’ other professional advisors to ensure a holistic approach.
Amy transitioned to a career in finance in 2016 after having previously served as a REALTOR®, as well as holding various administrative, sales, and marketing roles in the manufacturing, giftware, and nonprofit industries.
Amy lives in Virginia Beach with her husband, Tim, and their two dogs, Zeke and Chase. She loves to start her day with a morning walk on the beach and enjoys fitness classes, trying new restaurants, and traveling to new places.
Education and Professional Milestones
- Old Dominion University - bachelor’s degree