Amy is responsible for JMB Financial’s overall operations ensuring a seamless client experience. She is involved in everything from client portfolio review preparation to daily client service, making sure that no detail is overlooked. She also helps create comprehensive financial plans for retirement planning, cash flow analysis, and education funding.
A graduate of Wayne State University, Amy holds securities licenses 6, 7, and 66 with LPL Financial, life, health, and variable contract licenses.
Outside of the office, Amy most enjoys spending time with her two daughters.