Amy is passionate about financial planning and brings a wide variety of business and life experience to support client's goals and dreams. As a former corporate Commodity Buyer, Project Manager and Business Analyst, she has a demonstrated history of success working for three Fortune 500 companies. She is life-long learner and is currently pursuing her Certified Financial Planner designation. Amy passed the CFP® Exam in November 2022 on her first attempt and is currently working on the experience requirements. In her free time, Amy enjoys yoga, running, gardening and all things outdoors with her husband, Steve and their four children. “I love this work because of the people behind the numb