Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits

Community participation

Amy serves on a Twin Falls Community Foundation nonprofit board of directors. She became involved with this organization because it focuses on helping to make the Twin Falls community a better place. It assists community organizations to implement specific projects to improve the Twin Falls area.

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