Introduction: ⭐️If you do not currently have investable assets of at least $500K (in addition to the assets held in your current employer-sponsored retirement plan), your estate’s complexity does not yet warrant my level of financial planning expertise. I look forward to the possibility of working with you in the future.
🥇USE CAUTION: Regardless of who you choose to work with, please ensure that your advisor will serve as your legal fiduciary, contractually obligated to act in your best interest - always.
Senior Financial Advisor, Texas Attorney, CERTIFIED FINANCIAL PLANNER™® Professional, and Certified Private Wealth Advisor® Professional, and FIDUCIARY
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 and executives, entrepreneurs, retirees, and those with multi-generational wealth transfer goals.
*Not currently taking any new legal matters.
