Client Services Associate
Amy joined Archvest Wealth Advisors in early 2024 as a Client Services Associate. She has worked in the financial services industry for over 15 years and has worked for some of the large wire houses until finding her calling in the financial planning space. Amy has a passion for helping clients reach their financial goals and applies her experience in operations to support the advisors so they can achieve them.
Amy works remotely from upstate New York and in her spare time enjoys photography, spending time with her family, her 2 dogs and flock of 19 chickens. She has a love for nature and wildlife going back to her childhood. When out photographing wildlife, if Amy comes across an injured animal, she will transport them to local rehab centers to heal and be released back into the wild. Amy holds the a Department of Environmental Conservation wildlife rehabilitator license with the state of New York.
We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.
In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.
