Amy has more than 20 years of experience in helping clients achieve their estate planning, business planning, and financial planning goals. She works closely with businesses and individuals to craft customized plans that preserve and grow their assets.
Amy began her legal career with Michael Best’s Wealth Planning team more than 20 years ago. Most recently, she served as Vice President of Advanced Planning at The Northwestern Mutual Life Insurance Company. In this role, she consulted with financial advisors, attorneys, and accountants on estate, business, retirement, and complex financial planning and product matters. Before becoming an attorney, Amy worked as an auditor with Arthur Andersen LLP and as a financial analyst.
In addition to earning her Juris Doctor, Amy also holds CPA and CFP® certifications. With her deep knowledge of legal and financial tools and her collaborative approach to planning, Amy is a trusted partner to many clients in helping them protect their valuable assets and achieve their financial goals.