Designations and Licenses

Amy is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®. She also holds a Washington State insurance license.

Experience and Education

With over 25 years of experience, Amy brings deep expertise and a personal, relationship-based approach to financial advising. She is a dedicated wealth advisor who partners with families to simplify complexity and bring clarity to their financial lives. She delivers comprehensive wealth management and personalized planning strategies, helping clients grow and protect their wealth through guidance in areas such as tax and estate planning, risk management and retirement income planning.

Prior to joining Mariner, Amy served as a senior wealth management advisor at TIAA, where she worked extensively with professionals in academia and the nonprofit sector. She is passionate about helping clients make informed decisions and is committed to empowering individuals and families to live with greater confidence, purpose and financial freedom.

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

Personal Interests

Away from the office, Amy is an active member of the Financial Planning Association of Puget Sound and the Estate Planning Council of Seattle.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.