Designations and Licenses

Amy is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNING Professional^TM.

Experience and Education

Amy provides customized, comprehensive financial planning to clients. Prior to joining Mariner, Amy was a tax accountant and CPA for Boyum Barenscheer where she assisted individuals and small businesses with tax compliance and planning. Prior to that, she was an internal auditor at Wells Fargo in Minneapolis.

Amy holds a bachelor’s degree in accounting and finance from University of Minnesota–Twin Cities.

Personal Interests

Amy is a volunteer tax reviewer for Prepare + Prosper, a nonprofit providing access to tax and financial services to those in need.