Amy is a people person who enjoys connecting with our clients and serving them in her warm and loyal manner. She is dedicated to being responsive and efficient in meeting their needs, while also assisting our team with communications and scheduling.
Amy has spent two decades demonstrating her commitment to people. Professionally, she has put her client service skills to work in the legal, energy and financial industries, where she has held positions in compliance, documentation control and team management.
Before joining Raymond James in 2011, Amy was a senior branch office administrator at Edward Jones. Earlier in her career, she was a documentation control specialist at Peak Reliability and a legal information specialist at the Clackamas County District Attorney’s Office.
Amy’s educational background is in theater and classical voice performance, but a change of majors resulted in Amy earning a bachelor’s degree in business administration from Warner Pacific University.
Amy considers volunteerism to be a fundamental facet in the development of self, and in defining values that fit us into society. “I have spent my whole life, since early childhood, immersed in volunteerism and helping others find volunteer opportunities,” says Amy.
Her volunteer service includes working domestically and overseas with such organizations as Habitat for Humanity in Panajachel, Guatemala, to build houses; St. Mother Teresa’s Kalighat Nirmal Hriday (Home for the Dying) in Kolkata, India; and Gandhiji Prem Nivas (Leprosy Center) in Titagarh, India. Domestically, Amy’s volunteer work has centered on families who have been affected by violent crime.
Amy is originally from Michigan, but considers Portland, Oregon, her hometown. Today, she lives in Scottsdale.
Commitment to family is the central focus of Amy’s life. The successful launch of her three kids, Daniel, Hannah and Talia, into their early adult years has been the single toughest and most rewarding project of her lifetime.
As a professional vocalist, Amy toured domestically and internationally, with performances throughout Europe, Central America and the Soviet Union (when it was still the Soviet Union). She has worked as a studio vocalist and performed for 25 years in local venues in her hometown of Portland, Oregon. In conjunction with Thinking People’s Theater and Oregon Food Bank, Amy performed for three years in children’s theater productions designed to develop early awareness of age-appropriate social issues such as food insecurity, bullying and climate change.
In her free time, Amy also enjoys singing, sewing, knitting, crocheting and bicycling.
Raymond James is not affiliated with the above organizations and/or charitable causes.