Amy joined LCP Institutional in July 2024 as a Consultant and Wealth Advisor. She is responsible for consulting individuals, families, and business owners in the areas of personal finance through goal-based planning. Her approach takes into consideration factors of wealth accumulation, investment strategies, retirement income and estate planning. Amy is also involved with LCP’s institutional clients assisting with investment policy, risk management, and asset management, tailored accordingly to the complex needs of institutions.

Prior to LCP, Amy was a Director at a global consulting firm providing expert witness services in disputes involving complex litigation and international arbitration. Amy first began her career as an auditor for public companies with PwC before transitioning into an Advisory role with Forensics Services. She is fluent in Spanish and has extensive international experience serving clients throughout the world, notably acting as a forensic accountant for two years in Madrid, Spain. Amy holds bachelor’s degrees in International Business, Spanish, and Accounting from Mississippi State. She maintains the Series 65 license, is a licensed Certified Public Accountant in Georgia, and a Certified Fraud Examiner.

Amy is passionate about blending creativity with exploration. She is driven by a deep love of experiencing diverse cultures and perspectives through travel, food, and the performing arts and is a member of the Atlanta Symphony Orchestra Chorus.