Amy has a strong background in the financial services industry, joining the Wehring Wealth Management Team in 2009. Over the years, she has gained valuable experience by closely assisting and being mentored by Charlene Wehring. She holds several licenses, including:
- Series 7 - General Securities Representative Examination
- Series 63 - Uniform Securities Agent State Law Exam
- Series 66 - Uniform Combined State Law Exam
- Insurance License
Amy transitioned from a client service and operations role to a client-facing advisory position in 2023, focusing on delivering personalized financial experiences that align with her clients' values and goals.
Originally from Bellville, TX, Amy resides there with her husband, Chris. They have two children, Morgan (25) and Mason (22), and have been married for 28 years. Amy enjoys supporting her local community by engaging in financial planning and investment management opportunities. In her leisure time, she spends time with family, reads, learns new things, and enjoys socializing with friends.