Amy is part of LPL Business Solutions, a service that provides industry-trained professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.
Amy has worked in the financial services industry for 4 years in administrative and client service roles at LPL's San Diego campus. She joined Business Solutions in 2020 to apply her experience working with advisors in the Admin Solutions Program
Amy received a Bachelor's degree in Communication Studies from California State University, Northridge.
Amy enjoys traveling, going to the beach and spending time with family and friends. Her hobbies include sewing, hiking, yoga and baking. Amy learned hard work, resilience, and integrity from her dad who is her biggest role model.