Amy has spent her entire career in the financial services industry. She has had the opportunity to experience various roles that have provided insight to the many different aspects of a financial advisory firm. She has provided client service, team support, coaching and training to not only our local firms, but in working with Carson Partners, various firms and clients across the country.
As the VP of Operations, she leads and inspires our teams to help build the different aspects of the firm’s vision. She ensures the team has the tools and resources they need to operate at a high level of efficiency. Her goal is to make their lives’ easier so that they can focus on what’s important – the clients we serve. She feels truly blessed that she has the opportunity to live out her life’s purpose through her work here at Carson Wealth.
Amy is from Hagerstown, MD and currently lives in Waynesboro, PA. She enjoys spending time with her family — especially her niece and nephews, decorating her home, trying new recipes, reading, learning new things, spontaneous weekend trips, live concerts, being outdoors and traveling to warm, sunny destinations.
What motivates me:
Living each day on purpose
Place I would most like to visit:
Favorite Books (currently):
“The Mastery of Self” by: Don Miguel Ruiz, Jr, “The Four Agreements” by: Don Miguel Ruiz, “LIFEonomics” by Robert Holdford