Our Team
Our Team
Credentials & Recognition
Credentials & Recognition
- Certified Financial Planner (CFP®): Rigorous credential demonstrating expertise in financial planning and client-focused advice.
- Chartered Retirement Planning Counselor (CRPC®): Specialist designation in retirement planning strategies.
- 18+ Years of Financial Planning Experience: Seasoned advisor helping clients with tailored strategies.
- Registered Investment Advisor Representative & Securities Licenses (S63, S66): qualified to advise and manage investments.
- Multi-Year Five Star Wealth Manager: Recognized by Gulfshore Life for exceptional client service.
Why Clients Choose Amy
Why Clients Choose Amy
Clear Communication
Personalized Strategies
Partnership Mindset
Start the conversation
Start the conversation
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Take the First Step
💰 Should you convert your Traditional IRA to a Roth IRA?
Maybe…
But maybe not.
A Roth conversion can be a powerful retirement planning tool—but timing matters.
In our newest article, we cover:
✔️ When a Roth conversion may not make sense
✔️ Medicare and tax considerations
✔️ Partial Roth conversions
✔️ Questions to ask before converting
Planning isn`t about following trends—it`s about finding the strategy that fits your goals.
📖 Read the full article through the link in our bio!
#RothIRA #RetirementPlanning #TaxPlanning #FinancialPlanning #Retirement
Aug 10
🏡 A will is important…but it may not tell the whole story.
When it comes to passing down real estate, your property`s deed and ownership structure matter, too.
Our newest blog explains:
✔️ Why deeds matter
✔️ Common inheritance mistakes
✔️ What families should review now
✔️ Estate planning tips for homeowners
Because protecting your legacy starts long before your family needs it.
📖 Read the full article through the link in our bio!
#EstatePlanning #FamilyLegacy #FinancialPlanning #Homeownership #WealthManagement
Aug 7
👨👩👧 Kids change your life…and your financial plan.
Raising a family brings incredible joy—but also new financial responsibilities.
Our newest blog explores how parents can balance:
✔️ Retirement savings
✔️ College planning
✔️ Family expenses
✔️ Long-term financial goals
Because planning for your children shouldn`t mean forgetting about your future.
📖 Read the full article through the link in our bio!
#FamilyFinance #RetirementPlanning #FinancialPlanning #Parenting #CollegeSavings
Aug 5
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