Director of Client Relations
Amy is the Director of Client Services, and can provide clients with the following services:
- Appointment scheduling
- New account paperwork
- Account feature updates (ie. address changes, beneficiary changes, etc.)
- Life insurance questions
Amy has been with the Family Wealth & Legacy team since 2019. In 2015, she received her paralegal certificate from Cape Cod Community College and worked as a litigation paralegal for a law firm in Yarmouth, MA for five years. She is a Notary Public and a licensed NYS Life, Accident, and Health Insurance broker.
DID YOU KNOW
Amy was born and raised on Cape Cod. After marrying her husband in 2019, they relocated to his hometown in Rochester upon completing his service in the Marine Corps.
Outside of work she enjoys cooking for friends, spending quality time with her nieces and nephews, and exploring the food scene of Rochester. Family is her passion and every July 4th her family spends the holiday hiking and boating in Maine.