Amy serves as a Wealth Advisor for Crusonia Wealth. Prior to Crusonia, Amy was Senior Financial Planner at Private Capital Management.
Amy leverages over 19 years of valuable experience in the financial industry and a strong academic background, including a Bachelor of Science in Political Science from Southeast Missouri State University. Amy is a Certified Financial Planner (CFP®) professional and holds the Accredited Estate Planner (AEP®) designation. Amy plays a key role in providing essential financial planning and analysis for clients.
Originally from Louisville, Kentucky, Amy has called Colorado home since 2006. In her personal time, she enjoys photography, traveling, Jeeping, and camping with her husband, Josh.
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.