Amy joins Vision Investment Planning Group, she has been in the Investment & Financial Industry since 1998. Clients appreciate her in depth knowledge, organization and experience to help achieve their customized short and long term goals.
Amy holds both Series 6 and 63 Securities Registrations and is a Wisconsin Notary.
Being Licensed, Amy can support Eric and clients with a wide scope of services. Her energetic nature is an asset when providing the highest level of dedicated and proactive personal service.
When she is not in the office, she enjoys spending time with her family, walleye fishing, cooking, and entertaining as well as riding to any destination on her Harley.