WHO WE ARE
Client Service Associate
Amy is a native of the Seattle area, and a graduate of California State University Sacramento with a degree in Physical Education. As a former Air Force spouse for more than 18 years, she has lived in Pomona, CA; Ridgecrest, CA; Sacramento, CA; Dayton, OH; Sterling, VA; Springfield, VA; San Pedro, CA and now resides in Mountain Green. Amy has a financial services background from previous employment with Franklin Templeton Funds and Merrill Lynch, where she held a series 6 license and took great pride in her client service skills. Amy is an avid skier, mountain biker, and loves to cook. She was also a competitive equestrian for most of her life. She loves spending as much time as possible with her daughter, Sierra. Phone: 801.475.4002 Ext.101 email@example.com
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive, Suite C South Ogden, Utah, 84405
M- F: 8:00am - 4:00pm