Meet Amy

Amy has built a strong reputation as a knowledgeable professional in retirement planning during her 26 years as a CERTIFIED FINANCIAL PLANNER™ professional. She’s made national media appearances on CNBC and NBC Nightly News, and she wrote a retirement planning workbook that is a staple in the CFP® program’s certification classes.

Amy loves helping optimistic, diverse and energetic people create a custom-tailored plan that can serve as a springboard toward their dreams. She uses her gift for teaching to help people develop and experience wealth on their terms, while at the same time managing the many details that can potentially overwhelm people and lead to anxiety and fear.

A graduate of the University of Colorado–Boulder, she taught retirement planning around the country for nearly 15 years and uses her gift for teaching to help people develop and experience wealth on their terms.

In her free time, you can find Amy skiing in Summit County, cooking for her family and hiking with her two dogs, Quinn and Ryder. She’s also a new grandmother and loves watching her grandson grow – and can’t wait to get him on the ski slopes with her soon.