Amy works with individuals, families, and non-profits to manage their investments and help clients build a path towards their financial goals. She has a deep-rooted commitment to helping clients in all areas of wealth planning including investment management, employee benefits, insurance coverage, cash management, and estate and tax planning. Amy has worked in the financial industry for twenty years, most recently as a Senior Advisor at Klingenstein Fields Advisors (and before that at Solaris Advisors, which was acquired by Klingenstein Fields Advisors). Prior to joining Solaris Advisors in 2007, Amy spent several years as a Research Associate at TIAA-CREF and as an Investment Banking Ana