With over two decades of experience in the financial services industry, Amy has been a leading presence for The WillowPointe Group since 1999. She is responsible for all areas of client service, administration, and office logistics. Her can-do attitude enables Amy to build deep relationships with clients as she provides them with an outstanding client experience. She holds the Series 7, 63 and 66 securities licenses, which enables her to process trades for clients and assist with their portfolio strategy implementation. She is also licensed to offer life, health and accident insurance. Amy received her bachelor’s degree in finance from Tennessee Technological University in Cookeville, TN.
Amy and her husband, Fred, have two daughters. She is a member of Habitat for Humanity’s homeowner selection committee and assists with other volunteer projects throughout the community. In her leisure time, Amy enjoys reading, walking and spending time with her family.