Amy combines operational excellence with a warm, relationship-driven approach that helps clients feel supported and understood at every stage of their financial journey. With experience spanning from business administration, sales, customer relations, and project management, she brings both professionalism and attention to detail to the Panoramic Financial Services team.
Originally from Texas and now based in Colorado, Amy previously served as a project manager for a communications company, overseeing high-level coordination and client engagement initiatives. She attended Texas Tech University and the University of North Texas in Denton.
Outside the office, Amy enjoys spending time outdoors, discovering new books, and doting on her beloved dog.