Senior Vice President
With more than 20 years of industry experience, Amy provides personalized solutions to help her clients reach their financial goals. “Whether it is a life event or planning for retirement, I am committed to putting my clients’ best interest first. Building relationships with people is one of my passions, and I work hard to create an environment of trust, particularly when it comes to alleviating anxieties due to market volatility,” says Amy. “My top priority is understanding the needs of my clients and assisting them every step of the way.”
Amy received a Bachelor of Science in Business Administration and a minor in Accounting from the University of Arkansas at Fayetteville. Amy earned the designation of Certified Public Accountant (CPA Inactive) in 1990. She furthered her education by completing Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Amy serves as a member of her church parish council and is the treasurer of the Circle of Life board of directors. She is a member of Fayetteville Wheelman, a local cycling club, as well as the Women of Oz, a nonprofit organization that gets women on mountain bikes by breaking down barriers. Amy 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.