Education: Bachelor of Arts in Sociology from East Stroudsburg University
Amy is the hub of the workflow at Forthright Wealth Planning and has worked in the financial services industry since 2005. She is the Office Manager and oversees the creation of client reviews, servicing of existing client accounts, and manages our processes and staff. In addition, Amy is a financial advisor & maintains her own client base. She is excellent at helping clients navigate and interpret the ever-changing set of rules and policies of the investment and insurance companies we deal with on a daily basis. With a genuine care for our clients, Amy goes out of her way to ensure that their needs are met. Amy is always looking to help others. Before joining the financial services industry, she started her working career in social services.
Amy grew up in Northeastern PA, and after doing some traveling - which even included working at a dude ranch for a summer in college - she settled in the Honesdale area with her husband Dave. She is the very proud and loving mother of two beautiful children, Eddie and Charlotte, a wonderful stepdaughter Hannah. Although her children keep her very busy, she still enjoys gardening, hiking, white water rafting, horseback riding, yoga, reading and the occasional concert whenever she can.