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 held through LPL Financial. Amy joined our firm in 2006 and in 2009 she earned her Series 24 - General Securities Principal license held through LPL Financial. She is responsible for overseeing the administrative and operational functions for our growing team of financial professionals.