Amy is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the regional investment and financial planning teams in Texas to provide clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Amy worked for D.R. Saur Financial as a Senior Financial Planning Associate. Amy received her Bachelor of Business Administration in Finance from Stephen F. Austin State University. Outside of the office, Amy enjoys reading, creating in the kitchen and spending time outdoors with her husband and son.