We are delighted that Amy joined our staff in 2020 as a Client Services Manager. She has a very friendly and fun personality and brings to us many years of experience in the financial services industry. Amy is working full-time to help us with a wide range of client services and administrative support. She is very knowledgeable about financial matters and computer systems and works very efficiently. Since joining us, she has successfully completed the training that LPL Financial offers to thoroughly prepare administrative staff to function well with our complex systems.
Amy was born and raised in New York and recently moved to Prescott Valley, Arizona, with her husband Karl and their two teenage children. Amy and her family love hiking and spending time in the outdoors, fishing and hunting. Coming from an Italian background, Amy also loves to cook all things Italian.