top of page
Meet Amy
Hey! I'm Amy, a military spouse, Accredited Financial Counselor®, money coach, career & life advisor, and mom of two. I understand the unique challenges that come with living the military life, which is why I'm dedicated to helping mil-spouses create plans and goals around money, careers, and life when you're married to the military. I believe that a solid financial foundation combined with a fulfilling career and personal life leads to greater happiness and more success all around. Let me help you achieve your goals and live your best milspouse life.
More About me.......
I started my financial services career in banking where I worked as a branch manager for over a decade. During that time, I assisted individuals with their banking and lending needs. I also obtained an investment license and worked with clients to secure and grow their assets.
In addition, I am an FDIC-certified financial literacy instructor and have delivered the Money Smart program to diverse communities and groups.
I was accepted as a FINRA Fellow and became an Accredited Financial Counselor® in 2018. After obtaining this certification, I completed an internship with Operation Homefront in Critical Financial Assistance, providing one-on-one counseling to wounded veterans.
bottom of page