Founder and CEO
Amy Nelson didn’t grow up wanting to be a Financial Advisor. A naturally creative person, she began her career as a textile artist in New York and grew her studio to more than 25 artists with clients around the globe. Marriage, a child and several cross-country moves resulted in Amy starting a fresh bread business which she grew into a nationwide vendor for Whole Foods. And for all her businesses, Amy served as sales representative, strategist, product designer and chief financial officer.
Needless to say, along the way Amy gained a strong understanding of financial principles and the critical importance of financial planning to achieving success. So much so that several of her own financial advisors suggested she consider that as a career path herself.
After raising her son and downsizing her bread business, Amy decided to pursue a career in financial advising. She’s confident she offers her clients a very unique combination of financial expertise, stubborn determination, inexhaustible desire to work and a powerfully creative way of looking at life and the future.Schedule a Call