Amy Friedman

Amy joined us in January of 2024 brings over 15 years of experience in financial planning and wealth management, and her dedication to helping clients achieve their financial goals is truly inspiring. She is passionate about building long-term relationships and providing personalized strategies that align with each client’s unique needs and aspirations. Amy holds a Certified Financial Planner™ designation, an MBA, and has a proven track record in investment management, retirement planning, and tax-management. Her approach is rooted in deep analysis, empathy, and a commitment to always putting the client first. We are confident that Amy’s skills and expertise will be a tremendous asset to our team and a valuable resource to you.