"Amy has over 18 years of experience working with high-net-worth clients. According to Amy: ""I absolutely love working with great people who are committed to meeting their financial goals and want to enjoy their lives."" Amy has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003. She spent the majority of her career as a Senior Wealth Manager at Budros, Ruhlin & Roe (now Corient) before she branched out on her own. Amy is also a Certified Divorce Financial Analyst, CDFA®, and has over 10 years of experience... read full review »