Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely-held and family-owned business, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy.
An important part of Amy’s practice is devoted to the wealth management needs of high net worth women, including building their financial knowledge and confidence while preparing for life events common to women. Amy joined the organization in 2009, and has over 20 years of experience in the financial services industry.
Amy earned a bachelor degree in Finance from Florida Gulf Coast University, graduating cum laude. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Amy serves in a leadership capacity as a Founding Member of the BMO National Committee of Women and Wealth, guiding our enterprise strategy and the BMO International Advisory Panel for Women and Wealth. She also serves as a committee member of the Women’s Foundation of Collier County.
Amy previously served on the Board of the Garden of Hope and Courage, was a committee member of The Immokalee Foundation, and former board member of Swinging with Purpose™. She is a graduate of the Leadership Collier class of 2013, a former “40 under 40” recipient and a past Treasurer of the Women’s Network of Collier County.