Amy is a Wealth Management Advisor who is part of a dynamic team committed to offering advice and guidance based on their clients' goals and priorities. Using an understanding of their life as a foundation, Amy and her team will recommend appropriate financial strategies designed to help clients pursue their financial and retirement goals, assist them as they track progress toward them and work with them to adjust their strategy over time, as needed. While Amy starts by gaining an understanding of the financial and retirement needs of clients at all stages of their work and family life, she also offers careful assistance to clients navigating life transitions.
Amy is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning Counselor, CRPCTM designation.
Amy holds a Bachelor’s degree in Finance from University of Idaho with minors in math and economics. She is a proud, third-generation, Idaho Vandal. Having lived in Idaho for most of her adult life, Amy now resides with her husband, Mark, in Boise. Amy enjoys reading, theater, swimming, yoga, travel and spending time with their adult sons, Kyle and Clay. Active in her community, Amy is a member of The Cabin (a local literacy center), the Sawtooth Masters Swimming organization, and meets regularly with a wonderful book club that’s been together since 1998.","Amy is a Wealth Management Advisor who is part of a dynamic team committed to offering advice and guidance based on their clients' goals and priorities. Using an understanding of their life as a foundation, Amy and her team will recommend appropriate financial strategies designed to help clients pursue their financial and retirement goals, assist them as they track progress toward them and work with them to adjust their strategy over time, as needed. While Amy starts by gaining an understanding of the financial and retirement needs of clients at all stages of their work and family life, she also offers careful assistance to clients navigating life transitions.
Amy is a CERTIFIED FINANCIAL PLANNER®, CFP® certificant awarded by the Certified Financial Planner Board of Standards, Inc. She also hold a Chartered Retirement Planning Counselor™, CRPC™ designation.
Amy holds a Bachelor’s degree in Finance from University of Idaho with minors in math and economics. She is a proud, third-generation, Idaho Vandal. Having lived in Idaho for most of her adult life, Amy now resides with her husband, Mark, in Boise. Amy enjoys reading, theater, swimming, yoga, travel and spending time with their adult sons, Kyle and Clay. Active in her community, Amy is a member of The Cabin (a local literacy center), the Sawtooth Masters Swimming organization, and meets regularly with a wonderful book club that’s been together since 1998.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
