Growing up in an entrepreneurial family, Amy worked in her family’s mechanical contracting business in various roles learning how growing businesses operate and function. After graduating from college with a Bachelor’s Degree in History, Amy taught high school for a few years before meeting her husband. Over the years, Amy has held many roles in logistics, system creation, education, sales, etc. Amy loves working with growing businesses strategizing and problem-solving efficiency systems. Prior to joining Heritage Investors in August of 2019, she spent several years as an independent consultant and sales director with Mary Kay and most recently served as Area Manager/Event Coordinator for an Independent National Sales Director in Mary Kay.
Now as a part of our Heritage team, Amy is the Chief Operations Officer and the Chief Financial Officer, managing client accounts, transfers, initiating contributions and distributions, setting up 401k plans, and more. Amy fills many roles, both professionally and personally. Amy is married with three children. In her free time, Amy enjoys reading, hiking, baking, traveling, music and fitness
Did you know:
Amy earned a new car working with Mary Kay?
We can help you develop a strategy with the goal of helping you preserve the lifestyle you are accustomed to throughout retirement.