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