Amy serves as the Head of Wealth Planning, where she partners closely with clients and advisors to develop customized wealth plans. Her approach is rooted in a deep understanding of each client’s goals, personal values, asset growth, tax planning, and wealth transfer objectives, as well as their unique vision for their legacy. Amy’s natural curiosity drives her to truly get to know clients, ensuring that every plan is as individualized as the people she serves. Her holistic approach ensures that both financial and personal legacies are honored and preserved.

With a career spanning over two decades in the Chicago and Denver areas, Amy brings a wealth of experience to her role. Before joining Trilogy, she was the Head of Wealth Planning at Ashton Thomas Private Wealth. Prior to that, she served as a Senior Wealth Planning Strategist for Wells Fargo and U.S. Bank in Denver, and as an Executive Director with JPMorgan Private Bank in Chicago. She was also a Senior Tax Consultant with Deloitte and Arthur Andersen in Chicago, where she honed her expertise in tax planning and consulting.

Amy is committed to lifelong learning and maintaining the highest standards of professional excellence. She is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Trust and Fiduciary Advisor (CTFA), and Certified Divorce Financial Analyst (CDFA). She is also an active member of the Denver Estate Planning Council and serves as a board member for a private family foundation, reflecting her dedication to both her profession and her community.

Amy and her husband, Mike, reside in the Denver area with their two daughters, Mary and Lucy. The family enjoys traveling together, fostering a love of learning and exploration. In her free time, Amy enjoys golf, comedy, live music and collecting photographic art alongside Mike.

Amy’s commitment to her clients, her profession, and her family is evident in every aspect of her work. Her blend of technical expertise and genuine care ensures that clients receive thoughtful, comprehensive guidance for both their financial and personal legacies.