Director of Business Development
In 2017, Amy helped launch Foundation Wealth Partners taking on the role of Director of Business Development. Amy has over 13 years of industry experience, starting her career as an advisor with Ameriprise Financial. After being named one of the top 100 first-year advisors in the country she began to mentor and coach new advisors early in her career. Enjoying the role of working with advisors, she pursued a career change and joined Fidelity working on their advisor platform as a Regional Investment Consultant helping advisors across south and central Texas. While at Fidelity she also worked as a Portfolio Specialist where she advised individual clients invested in Fidelity managed accounts. Finding her passion in the retirement plan space, she spent the majority of her tenure at Fidelity as a Managing Director working with small business owners to establish and maintain their retirement plan offerings. Her knowledge and skillset working with institutional clients allowed her to effectively mitigate risk and provide proactive solutions for her clients while establishing and maintaining long-term, consultative relationships.
After having their son and as her husband Sam branched out to start his own practice, Amy helped behind the scenes in a supportive role. As Foundation Wealth Partners has grown, Amy’s background and expertise in both institutional and individual wealth management has lent itself well to both developing and maintaining business relationships within the firm.
Amy is a proud Fightin’ Texas Aggie, class of 2003 with a bachelors in Economics. She also holds her Series 7 & 66. She and Sam have 2 children, Ashley and Samuel. Amy is passionate about serving her community and runs a ministry for young mothers. She enjoys planning trips and traveling with her family along with savoring any small moments of downtime they may have.