Amy is a seasoned member of the industry, with majority of her experience in the advisory capacity. Her advisory business has encompassed portfolio management, relationship management and business development. She has worked extensively with attorneys and CPA's for the benefit of her clients.
Amy's Compliance and Operation experience involves her time with the State of Tennessee, Commerce and Insurance Division, Securities Section. She was a Fraud Investigator with the Enforcement Section of the Securities division and an Auditor for the Registration Section, where she assisted in the implementation of the Broker-Dealer and Investment Adviser Exam Program.
Amy also enjoys spending time with her husband and beloved Scottie, Merlin. She also enjoys cooking, making homemade candy as gifts, and traveling as time allows.