Designations and Licenses

Amy is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.

Experience and Education

Amy provides clients with comprehensive wealth management services to help them achieve their goals. She also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Amy was a senior wealth management advisor for TIAA.

Amy has a bachelor’s degree in business administration with a concentration in finance from San Jose State University.

Personal Interests

Amy enjoys sailing, alpine and cross-country skiing and exploring the Pacific Northwest and beyond. She is a volunteer educator for Financial Beginnings.