- 8+ years’ experience overseeing client service, compliance, and operations for financial firms
- Thoughtful, strategic approach to client service
- Degree in business from Muhlenberg College, with a concentration in entrepreneurial studies
Amy brings a thoughtful, strategic approach to her role as Client Service Associate at Private Advisor Group. She thrives on creating streamlined processes and delivering a seamless experience for clients, helping them feel supported and confident every step of the way.
With a degree in business from Muhlenberg College—along with a concentration in entrepreneurial studies and a minor in sociology—Amy blends analytical thinking with a deep understanding of people and systems. Her professional background includes managing operations for independent financial firms, working with the Colorado Society of CPAs, and running medical offices. Across each role, her focus has remained the same: drive efficiency, foster trust, and elevate the client experience.
Raised on 90 acres outside of Scranton, Pennsylvania, Amy moved to Colorado in 2013 and quickly embraced the lifestyle. She enjoys the balance Denver offers—access to the calm of nature and the vibrancy of city life.
Outside of the office, Amy spends her time going to comedians and concerts, attending live sporting events, frequenting art or food festivals, and trying new restaurants. She's always up for something new—and brings that same curiosity and energy to her work with clients every day.
With a degree in business from Muhlenberg College—along with a concentration in entrepreneurial studies and a minor in sociology—Amy blends analytical thinking with a deep understanding of people and systems. Her professional background includes managing operations for independent financial firms, working with the Colorado Society of CPAs, and running medical offices. Across each role, her focus has remained the same: drive efficiency, foster trust, and elevate the client experience.
Raised on 90 acres outside of Scranton, Pennsylvania, Amy moved to Colorado in 2013 and quickly embraced the lifestyle. She enjoys the balance Denver offers—access to the calm of nature and the vibrancy of city life.
Outside of the office, Amy spends her time going to comedians and concerts, attending live sporting events, frequenting art or food festivals, and trying new restaurants. She's always up for something new—and brings that same curiosity and energy to her work with clients every day.