Amy began her career in the financial services industry in 2010 as an analyst with Dorsey Wright, and Associates, a leader in technical market research (later acquired by Nasdaq); and joined Paragon Financial in 2018. Trained in technical analysis, she is an expert in the Point & Figure Methodology, specifically. Amy has traveled the country educating financial professionals and investors on various portfolio management techniques. Ultimately, it is her passion for people and their financial well-being that is most apparent in her client relationships.
Amy grew up in the Richmond area. She received her B.S. in Finance and Global Business from Virginia Tech, and she holds the Series 7, Series 63 and Series 65 registrations.