Financial Advisor CUSO Financial Services, L.P.
Amy is a CERTIFIED FINANCIAL PLANNER™ professional with FINRA Series 7 and Series 66 securities registrations. She currently holds securities and insurance licenses in Washington and Idaho. In 2012, Amy graduated from Whitworth University with a bachelor's degree in Mathematical Economics.
Her focus includes retirement planning and investment management. Amy holds herself to high service standards which include staying proactive with client investment accounts and promptly responding to client inquiries. Amy is a member of Professional Credit Union Women and enjoys cooking, reading, exercising, and spending time with her family.
**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.