Amy joined the team in November 2018 in the capacity of a Client Service Associate. Amy has her life and health insurance license as well as her series 6 and 63 securities registrations. She is responsible for reviewing client accounts, modeling, analysis, and assists in running financial planning strategies for each of our valued clients. Amy's detailed Insurance and Investment background makes her a tremendous asset in the development of well-rounded financial strategies for our client’s plans. Prior to joining Joe's team, Amy was with Northwestern Mutual Wealth Management from October of 2013 thru November of 2018 working primarily on insurance product, investment services and retirement planning strategies. In her personal time, Amy enjoys being outdoors with her family, and working out with her friends and kids. She and her husband, Adam are proud parents to their son, Mikey(born in 2016), and Daughter, Mia (born 2019) and fur baby, Belle- a rambunctious black lab.