Amy serves as a Wealth Manager, working directly with her clients to create and maintain comprehensive customized financial plans addressing all aspects of a holistic wealth strategy including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Amy brings to her clients more than 20 years of experience as a wealth management and fiduciary specialist. Prior to joining Creative Planning, she worked most recently for an independent investment advisory firm as an Independent Investment Representative (IAR). Before becoming an IAR, she served as a Senior Private Wealth and Fiduciary Advisor with national and regional financial institutions. Amy has spent her entire career in the legal and financial services industries working with clients to advise them on complex and key wealth and investment strategies.
Amy earned bachelor’s degree from the University of Alabama and Juris Doctor and LL.M. of Taxation from the University of Alabama School of Law. Amy is a CERTIFIED WEALTH STRATEGIST ®, a designation governed by the CWS Board of Standards for the Cannon Financial Institute.
Amy and her husband, Stevens, enjoy their family, traveling, water sports, the culinary arts, bicycling, volunteering and island living.