Nora Wealth – Amy supports the firm’s focus on comprehensive planning & investment management. She has served in the industry for over 15 years, cultivating relationships with clients, developing wealth management plans, managing client portfolios, and consulting on risk management, retirement planning, estate planning, and other critical financial strategies.
She works with individuals & families, business owners, corporate executives, and retirees, whom she helps by addressing their unique challenges, developing comprehensive financial plans and providing ongoing portfolio management.
Amy attended Furman University and later attended UGA’s Executive Program for CFP® Certification education before earning her CERTIFIED FINANCIAL PLANNER™ designation.
Amy’s extensive experience around portfolio design, investment strategy, wealth management planning, retirement planning, & cashflow planning positions her to be able to help Nora Wealth clients navigate life’s many transitions with confidence.