Amy has served as a trusted advisor to families and businesses since 1992. She holds the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning. Amy develops close personal relationships with her clients, allowing her to understand their unique needs and goals. Her mission is to help them be more purposeful with their wealth through thoughtful planning and strategy.

She specializes in financial planning, estate planning, transition planning, strategic wealth distribution, charitable giving strategies, asset allocation, and the evaluation of investment managers.

Amy earned a degree in Political Science with a concentration in Global Policy Studies from the University of Georgia. She enjoys spending time with her husband, Bob, and their children, Lindsey and Brooks. As a family, they are actively involved in their church, Athens First United Methodist.

Amy has long been dedicated to community service. She is a past president of the Junior League of Athens, Athens Area Cancer Auxiliary, L.E.A.D. Athens Steering Committee, Prevent Child Abuse Athens, Athens Toastmasters, Rotary Club of Oconee County, and the Oconee Chamber of Commerce. She is also a graduate of Leadership Athens and previously served on the Child Protective Services Statewide Citizen’s Review Panel. In 2016, Amy was appointed to the Oconee County Schools Board of Education. She has also chaired the Economic Education Committee for the Oconee County Chamber of Commerce and is a graduate of the Georgia Academy for Economic Development.

An avid runner, Amy has completed several marathons and distance relay races. She enjoys connecting with friends and family through these events, local 5K races for charity, and during training.