Amy joined Anchor Wealth Management Group in April 2022. She is responsible for a variety of tasks including processing client transactions, preparing client documents and reports, and opening and servicing accounts. She also monitors client account activity, provides research and follow-through to ensure client’s needs are met.
Amy received her bachelor’s degree in Liberal Studies with emphasis in Mathematics from California State University, San Bernardino. She has an extensive career in banking and lending with over 9 years of experience and is now excited to join another world of finance in wealth management.
Amy was born and raised in the Coachella Valley. She has been married since 2014 and has two young children. She enjoys spending time with her family and friends, visiting the Living Desert, watching her husband coach football at the high school level, and going to Disneyland. She is an avid baseball fan (go Angels!) and football fan (go Packers!).