Financial Advisor CUSO Financial Services, L.P.
Amy has been helping members with their finances for over two years. She is a financial advisor with FINRA Series 7 and Series 66 securities registrations and is securities-licensed in Washington and Idaho. In 2012, Amy graduated from Whitworth University with a bachelor's in mathematical economics.
Her specialties include retirement planning, investment management and Medicare supplements. Ensuring response to client inquiries within one business day and staying proactive with client accounts are the service standards that Amy upholds herself to. She is also a member of Professional Credit Union Women and enjoys reading, cooking and spending time with her husband.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.