As Client Service Specialist, Amy assists in all aspects of client service at Hackett Wealth Management. She manages appointment scheduling, prepares and organizes documentation for client needs, researches a wide range of questions, and provides support wherever it is needed. Amy maintains her FINRA Series 6 securities registration and brings more than 25 years of industry experience to the team. She has been a valued member of Hackett Wealth Management since 2004.
Outside of the office, Amy is an avid reader and lifelong animal lover. She enjoys playing in a weekly card league and exploring new restaurants, as well as experimenting with fresh recipes at home.