Amy

I was born and raised in Fort Wayne, IN.   In 1993, I moved to Lexington to attend University of Kentucky to earn my bachelor’s in psychology.

As Alex’s Client Service Associate,  I bring over 25 years of experience in financial client services to his business. I work closely with Alex and his clients to achieve the highest level of excellence in client support. 

Besides calculating RMD’s in my spare time, I enjoy drinking pina coladas and getting caught in the rain, I’m not that into yoga and into champagne.