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About us

Awards and Recognition

Five Star Wealth Manager

Amy has been recognized as a Five Star Wealth Manager for 6 years (2012-2013, 2015-2018).

Click Here to review Amy’s Five Star profile and learn about the 10 objective criteria used to determine who receives the Five Star
ealth Manager award.

Dave Ramsey SmartVestor Pro

Dave Ramsey the national best-selling author and radio host recognizes Amy as a SmartVestor Pro.