Go to Amy with navigation questions on Advisor Group, Royal Alliance, and IFG. In addition to planning extraordinary virtual and in-person events, Amy is passionate about making things better for you. So give her a ring when you don’t know where to go with an issue. She also loves your ideas for improving everything!
Amy started her financial services career as an annuity wholesaler. Since then, she has worked in a variety of roles supporting advisors. Amy brings significant experience in training and presenting and a proven ability to work with advisors to identify needs and enhance efficiencies.
Amy holds a Master’s degree in Business Management and is licensed in Series 6, 7, 63, and 65. She lives in New Hampshire with her husband Brian and son Serge. Amy enjoys skiing, hiking, and the outdoors and is a Certified Personal Trainer and Aerobics Instructor.