Amy has served as an advisor with the firm since 2014 and is based in our West Hartford, CT office. She works with a variety of clients by assisting them with organizing and committing to their financial goals. She has a special interest in helping women, especially women in transition due to retirement, divorce, or a death in the family, because of their unique financial needs.

She joined the team after 16 years with Webster Bank, most recently working as a relationship manager and wealth advisor in the Hartford market.

Amy is a member of the Board of Directors for the Aurora Foundation for Women and Girls of Greater Hartford and is a member of the Board of Corporators for Hartford’s iQuilt Plan. She is also a past member of the Board of Directors of the Estate & Business Planning Council of Greater Hartford and the Connecticut Women’s Council.

Previous Experience

  • 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.