Introduction: Senior Financial Advisor, Texas Attorney, CERTIFIED FINANCIAL PLANNER™® Professional, and Certified Private Wealth Advisor® Professional.
Amy's FINANCIAL PLANNING & WEALTH MANAGEMENT services are available nationwide through Transform Wealth, a Registered Independent Investment Advisory firm.
Amy earned her B.S. in Biology from Southeastern Louisiana University. With a strong desire to learn tax law and estate planning, Amy went to law school with the primary intention of helping clients build and preserve wealth. In 2014, she earned her J.D. from The University of Houston Law Center. Amy is a licensed attorney and counselor at law in the State of Texas (currently non-practicing). Before joining Transform Wealth, Amy spent several years as a financial advisor, working with HNW clients at Merrill Lynch and practicing estate planning.
Amy uses her expertise in financial planning, estate planning, tax planning, wealth management, and behavioral finance to create optimized custom financial strategies that are always in her client’s best interest. It is paramount to Amy that all of her clients not only understand their financial plans but also feel comfortable and confident throughout the implementation of their wealth management strategies. She loves helping clients keep and make the most of what they have so they can spend more time doing what they love and maximize the tax benefits of giving to their favorite causes.
Most of Amy's clients are mid-late career professionals, entrepreneurs, retirees, and those with multi-generational wealth transfer goals.
*Serving clients with > $1M investable assets.
*Not currently taking legal clients.
*Make sure that all your advisors are your legal fiduciary, contractually obligated to act in your best interest.
