Amy joined Summit Wealth Group several years ago. Her previous experience includes regional and national firms. She began her career in operations at a regional firm in 1998. Since then, she has worked in various roles, including performance reporting, equity capital markets, life insurance sales, and as a registered financial associate. Amy enjoys getting to know the clients and providing exceptional service to support them in reaching financial freedom and planning for retirement.
When not working, Amy enjoys spending time with her family and friends and traveling. You can find her working in her flowerbeds, reading, or spending time by the pool or lake. Amy has two children, Colton and Olivia. Colton enjoys golf, and Olivia stays busy with singing/songwriting. The three of them enjoy cheering on the Ole Miss Rebels!
