President and Founder

Amy Woods

Amy has a Bachelor of Science in Business Management and Marketing and has a long history in the investment world. Having over 20 years of experience working with high net-worth individuals and families, trustees and corporate trustees, Amy has high client service expectations. She spent 20 years working for Ferguson Wellman Capital Management as a client services specialist. Amy is skilled in financial organization and financial well-being of her clients. She loves helping people and her specialties are problem solving and managing life transitions.