Wealth Management Advisor
Amy is a licensed Investment Advisor and licensed Insurance Specialist with over 20 years of experience in the corporate insurance industry. She joined LPL Financial in 2014 and is located in the Huntsville, Alabama office where she holds her Series 7, 63, and 65 registrations. She regularly meets with individuals to discuss investment strategies, retirement goal planning, and insurance requirements. In addition, Amy teaches Dave Ramsey’s Financial Peace University on weekends to help people eliminate debt and build wealth.
Amy is a Huntsville area native that has the heart of a teacher and genuinely desires to help others. She is actively involved as a volunteer with many local charities and nonprofit organizations. She is known throughout her community as a vocalist and performs regularly with her bluegrass band, Zion Bluegrass District, at local events.