Amy works closely with Andina clients to develop, implement and monitor customized financial strategies for estate planning, investment and insurance. She has 20 years of experience in the financial industry prior to joining Andina primarily as a FINRA Registered Representative. Previous experience includes positions as a financial representative in banking and a credit union. She worked 10 years with First Security Investor Services until this firm was acquired by Wells Fargo/Van Kasper. Amy then worked at Registered Representative with Mountain American Investment Services, XCU Capital and LPL Financial.
Her certifications include FINRA Series 6, Series 7, Series 63, and Series 65 She also holds a Utah Life and Health Insurance License.
Amy attended Utah Technical College studying Business Management.