Amy is a Certified Financial Planner® professional who has earned her MBA in Finance and was a mutual fund portfolio manager for many years. By working with her you receive the full benefit of her years of experience and training.
Click here for a detailed explanation of Amy's almost 40 years in the finance industry.
Rachel has passed the CFP® exam and is now completing the experience requirement to become a CERTIFIED FINANCIAL PLANNER® professional. She has graduated with a major in Finance and works directly under Amy's supervision.
Click here for a detailed explanation of Rachel’s background.