As operations supervisor within our Central Administration department, Amy leads the Central Administration team in providing direct and indirect support to the advisory team in all aspects of account administration. With a focus on efficiency and flawless execution, she is always looking for ways to improve and exceed expectations. Amy enjoys finding ways to “work smarter.” She also plays a critical role on the firm's ISC Implementation Subcommittee.
Licensing and Education
- Bachelor of Science in Business Administration, Finance West Virginia University
Accomplishments and Honors
Amy has served on several nonprofit boards throughout her professional career.
Community Involvement
Amy enjoys playing tennis, traveling and spending time with family and friends.