Amy is a wealth advisor and shareholder with Resource Consulting Group. She joined RCG in August of 2015. Amy is a CPA, attorney, and Certified Financial Planner™ professional and has over 15 years of experience in financial planning and investment management. As a wealth advisor, Amy works closely with clients and other professionals in preparing, implementing, and monitoring their financial plans. She is also involved with the management and rebalancing of investment portfolios.
Prior to joining RCG, Amy worked as a family wealth advisor for GenSpring Family Offices, a national multi-family office. There she focused on wealth transfer, financial and tax planning, next generation education, and philanthropy. Amy has been published in Trusts and Estates magazine on the topic of philanthropy and the next generation.
Amy graduated from University of Florida with a Master of Accounting and, subsequently, with a Juris Doctor.
Amy is a native Floridian and enjoys going to the beach, paddle boarding, travelling, and spending time with her family and friends.