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Company Name - City, State

1991 Crocker Road
Suite 100
Westlake, OH 44145

Call Us: 440-925-3040

Amy  T

Amy began her financial career in banking at Northern Savings. After spending several years in banking, she entered the investment world as an administrator with an investment firm in Fairview Park. While there she earned her Series 7 - General Securities Representative license. Amy joined our firm in 2006 and in 2009 she earned her Series 24 - General Securities Principal license. She is responsible for overseeing the administrative and operational functions for our growing team of financial professionals.