About Amy
Amy supports the team in the Norfolk office, and their clients, by handling many of the behind-the-scenes details to keep them on track with contributions and distributions. She also serves as a liaison to their CPAs to ensure tax planning and preparation documents are received in a timely manner. Amy tackles the administrative work surrounding a client’s account to support the wealth advisors and allow them to focus on their relationship with the client.
Amy lives in Virginia Beach with her husband, Tim, and their three rescue dogs. She loves to start her day with a morning walk on the beach and enjoys trying new restaurants and traveling to new places.
Education and Professional Milestones
-Old Dominion University - bachelor of science in personal financial planning (in progress) and associate of science degree in business administration
-Has held various administrative, sales, and marketing roles in the manufacturing, giftware, and nonprofit industries
Amy supports the team in the Norfolk office, and their clients, by handling many of the behind-the-scenes details to keep them on track with contributions and distributions. She also serves as a liaison to their CPAs to ensure tax planning and preparation documents are received in a timely manner. Amy tackles the administrative work surrounding a client’s account to support the wealth advisors and allow them to focus on their relationship with the client.
Amy lives in Virginia Beach with her husband, Tim, and their three rescue dogs. She loves to start her day with a morning walk on the beach and enjoys trying new restaurants and traveling to new places.
Education and Professional Milestones
-Old Dominion University - bachelor of science in personal financial planning (in progress) and associate of science degree in business administration
-Has held various administrative, sales, and marketing roles in the manufacturing, giftware, and nonprofit industries