Amy has worked as a trusted advisor for families and businesses since 1992. The close personal relationships she develops with her clients helps her understand their unique needs. It is her goal to help them be more purposeful with their wealth. She seeks to capitalize on previously hidden opportunities and to uncover and mitigate previously unknown threats.
Areas of Expertise
- Planning for Transitions
- Strategic Wealth Distribution
- Charitable Giving Strategies
- Insurance Evaluation
- Accredited Wealth Management AdvisorSM
- Bachelor of Arts in Political Science from the University of Georgia
- Global Policy Studies Certificate from the University of Georgia
Outside The Office
Amy enjoys spending time with her husband Bob and children, Lindsey and Brooks. As a family they are actively involved in their church, Athens First United Methodist. Amy has been and continues to be active in helping her community. She is a Past President for the Junior League of Athens, Athens Area Cancer Auxiliary, LEAD Athens and Prevent Child Abuse Athens. Amy has completed several marathons and two distance relay races. She enjoys socializing with friends and family through these types of events and during training.
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