Amy has been in the insurance and financial services industry since 2003. She worked in the Hartford Life home office for five years and joined Woodhill Financial in 2009. She has her FINRA Series 6, 7, and 63 licenses, Life, Accident and Health insurance licenses, the FLMI certification, and a CLU designation. She is an active member and past President of NAIFA Minneapolis (National Association of Insurance and Financial Advisors). She is a 10 year qualifying member of the Million Dollar Round Table, with two Court of the Table qualifications. She is also a member of the Minneapolis Regional Chamber.
Amy lives in St. Louis Park with her husband Ben. They have two cats, Kitty and Gem. Her interests include spending time with family and friends, cooking, entertaining, and traveling. She has visited Iceland four different times and one day hopes to travel to the Maldives!
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.