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Amy serves as the day to day contact and consultant to Retirement Plan Services Plan Sponsors and Plan Participants on all qualified plan related matters.


  • Associate Degree - Finance, Madison College
  • 20 Years in Financial Services
  • Certified Retirement Services Professional (CRSP) - Institute of Certified Bankers
  • Financial Paraplanner Qualified Professional (FPQP) -  College for Financial Planning

Ask Me About

  • Retirement Plans

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