Amy joined the Clear Perspective team in March of 2018, bringing over 24 years of experience diligently serving clients in the financial services industry. Amy began her career in financial services in 1995 at an RIA in Newport, Rhode Island while her husband was serving in the United States Navy. Working with multiple custodians and clients directly, Amy strives to meet our client's needs by providing assistance in a timely, friendly and proactive manner. Amy is based in our St. Charles office.