RELATIONSHIP MANAGER
Amy brings 20 years of problem-solving, leading and coordinating teams, pricing products and currencies in the manufacturing industry to Phillips Wealth Planners.
In her role as a Relationship Manager, Amy is responsible for overseeing the implementation of strategic financial plans. This includes new client onboarding, account opening and maintenance, implementing financial planning recommendations, portfolio review preparation, training team members much more.
Amy is a proud mother of four who enjoys spending time with her family and loves to weightlift.
