Amy spent more than a decade fundraising, sparking her interest in personal finance. In 2020, she made a career transition and pursued her FINRA Securities Industry Essentials® (SIE®), Series 66, and Series 7 securities registrations, and spent more than a year advising at a major firm. Amy began advising with Curran and Keegan in January 2022. In her role, she most enjoys the process of financial planning with clients and helping to bring clarity to their questions and concerns. Amy has been in the Pioneer Valley for more than 25 years, and lives in Amherst with her son and daughter. In her free time, she most enjoys making art, card games (especially cribbage), baking, and outdoor adventures. 

Professional Designations, Certifications, Registrations, and Licenses

• FINRA Series 7 securities registration
• FINRA Series 66 (Investment Advisor Representative) securities registration

Education

• Stetson University – Graphic Design 
• University of Massachusetts, Amherst, MA – B.S. in Wildlife and Fisheries Conservation