As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees who are focused on achieving financial peace of mind. Amy is an advocate for helping people achieve financial empowerment; many of her clients are successful couples and women experiencing significant life changes and who seek a trusted partner to help them regain their financial footing. With her extensive background in banking and finance, Amy combines her analytical approach to problem-solving with empathy in helping people navigate through life’s expected and unexpected milestones.
Amy is deeply involved in her local community, serving on the Board of Directors at the Aurora Foundation for Women and Girls of Greater Hartford, and the Board of Corporators at Hartford’s iQuilt Plan. She is a member of the Estate & Business Planning Council of Greater Hartford and the Connecticut Women’s Council, both of which she previously served as a Board Member.
“I believe that communication is key. With my clients, I am transparent and forthright, but also empathetic and truly invested in their overall well-being. I take an educational approach in guiding my clients with the goal of helping them make smart decisions that give them confidence and assurance that they’re in good hands.”
Previous Experience:
- Director of Wealth Management, Private Capital Group
- Financial Advisor at Private Capital Group
- VP, Wealth Advisor at Webster Bank
- VP, Private Banking Operations at Webster Bank
- VP, Chief of Staff to the Chief Financial Officer/Chief Risk Officer at Webster Bank
- VP, Sr. Compensation Analyst at Webster Bank
- VP, Sr. Human Resources Business Partner at Webster Bank
Education & Credentials
- BS, University of Illinois – Urbana/Champaign, Program Management
- MBA, University of Connecticut School of Business, Finance
- Certified Financial Planner™
- Certified Divorce Financial Analyst®
- Series 66 license
- Life, Accident, & Health Licenses
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Divorce Financial Analyst® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts. CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
