Education and Certifications
- Bachelor’s degree in Personal Financial Planning from Texas Tech University
- MBA, Texas State University
- CERTIFIED FINANCIAL PLANNER™ professional
- Series 65 securities license
Amy specializes in working closely with individuals to construct comprehensive financial plans that serve as road maps for meeting their financial and life goals. Amy has a particular passion for education savings, retirement and estate planning.
Amy’s clients appreciate her attention to detail, accuracy, expertise and fun personality.
Things to know about Amy
What hobbies do I enjoy?
"Volleyball, running and any outdoor activity."
What's on my 'bucket-list' for places to go?
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.