As Vice President of Operations, Amy is the person behind the scenes keeping the many moving pieces of the practice headed in the right direction. After working alongside Danielle for the past 10 years, she knows the business inside and out and has become a trusted and familiar face to many of the clients they serve.
From client service and new business to compliance and day-to-day operations, Amy keeps a close eye on the details and makes sure nothing falls through the cracks. She is highly organized, detail-oriented, and a natural problem-solver who genuinely enjoys turning chaos into order. If there’s a problem to solve, a detail to track down, or something that simply needs to get done, Amy is usually already on it.
One of her favorite parts of her role is working directly with clients. She understands that financial matters can sometimes feel complicated or overwhelming, and she takes pride in making the process easier while ensuring clients always know they have someone in their corner.
Away from the office, Amy’s life is rarely quiet. She is a devoted animal lover with a particular soft spot for reptiles and dogs and is happiest surrounded by her own little collection of creatures. Above all, she loves spending time with her two beautiful granddaughters, who easily hold the title of her favorite people.
Whether she’s keeping the office organized, helping a client, spending time with her granddaughters, or tending to one of her many animals, Amy is happiest taking care of the people and creatures who depend on her.
