Amy has over 20 years’ experience in the financial industry and has held multiple strategic roles with oversight for investments, technology, operations and advisory services, all centering on her passion: serving clients. Her background of steering strategic direction in a manner that best serve clients’ needs has taken her from Suntrust and Accenture to her most recent role as COO of JOYN, a behavioral wealth management firm acquired by Wealth Enhancement Group.
She is known to love Monday mornings and has been caught listing ‘work’ as a hobby. A nomadic spirit at heart due to her multicultural upbringing, when she's not at work, you can find her traveling with her husband and son, or at home, wrangling her wanderlust and planning the next destination.
- MBA, University of Florida
- BA, Temple University
- PMP — Project Management Professional
- PMI — ACP — Project Management — Agile Certified Practitioner
- CSM — Certified Scrum Master
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.