Private Wealth Management

Philosophy & Approach

Since 2002, Amy has been a member of Stephens Private Client Group and has over 20 years of industry experience. Amy and her son and junior partner, Collins, provide their clients guidance appropriate for both their short-term goals and long-term objectives. When speaking about their approach, Amy says, “Communication between a consultant and clients is vital. It is of the upmost importance that we have a transparent dialogue in which they allow us to fully understand financial education level, risk tolerance, and intent and that they know we are with them every step of the way. Our goal is to develop that kind of dialogue so clients know that we are operating with their best interests in mind.”

Experience & Education

Prior to joining Stephens, Amy worked at Edward Jones. Amy received a Bachelor of Science in Business Administration and a minor in Accounting from the University of Arkansas at Fayetteville. She furthered her education by completing Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University. Additionally, Amy earned the designation of Certified Public Accountant (CPA Inactive) in 1990.

Personal

Amy serves as a member of her church parish council and is a member of Fayetteville Wheelman, a local cycling club. She also volunteers with Canopy Northwest Arkansas, which supports refugees and their families’ transition to the United States. Amy and her husband, Vaughn, have four children.