Experience and Education
As a wealth advisor, Amy supports a team in developing holistic wealth management solutions. Her responsibilities include developing comprehensive wealth plans that incorporate recommendations on asset allocation, insurance, retirement planning, estate planning and more.
Amy has more than 15 years of client service experience. Prior to joining Mariner Wealth Advisors, she assisted local attorneys with a variety of legal issues, including real estate and business law. Amy also served as a case administrator and courtroom deputy for the Federal Court of the Northern District of Oklahoma.