As a Gen X advisor, Marine Corps veteran, entrepreneur, mother of three, including twins, I've never been afraid to build what didn't exist.

With over two decades of experience, I've learned that good financial advice starts with listening before advising. I don't believe in cookie-cutter financial plans because people aren't cookie-cutter.

No two clients have the same priorities, responsibilities, or goals. My job is to listen first, understand what's most important to you, and build a plan that fits your life—not someone else's.

I've been a registered financial advisor and fiduciary for more than two decades. During that time, I've helped clients through retirement, widowhood, divorce, business ownership, inheritances, market downturns, and life's unexpected turns. Some of those relationships now span three and four generations, from clients born before the Great Depression to grandchildren just beginning their financial lives. That's a responsibility I never take for granted.

What I'm most grateful for isn't the growth of my business. It's the trust my clients have placed in me over the years. Some have become lifelong friends. Others have introduced me to their children and grandchildren. Watching those relationships grow has been one of the greatest privileges of my career, and it's something I'll never take for granted.

With grit and gratitude.

Years ago, I was told, “Amy, if you can’t find what you need, create it.”

I've been doing that ever since.

From being the first woman in my Marine Corps maintenance squadron to becoming one of the few women financial advisors in Norman, I've spent much of my career in places that weren't built with me in mind. It taught me to build relationships, solve problems, and create opportunities instead of waiting for them.

The year before COVID, I built one of the first virtual, paperless advisory practices inside my broker-dealer. I wasn't trying to be ahead of the curve. I simply wanted a practice that worked for my clients—and for the life I was actually living. When the world shut down, I didn't have to change the way I worked because I'd already built the business I wanted.

That experience reinforced something I've believed for years: your financial plan should be flexible because life rarely goes according to plan.

That's the philosophy behind Women's WealthCare—personal CFO guidance for women whose financial lives don't fit neatly into a box.

One advisor. Your whole financial life.

Throughout my career, I've been asked to speak on leadership, innovation, technology, and the future of financial advice. I was a guest on ThinkAdvisor with FMG, discussing how advisors can build a niche, tell their story, and create a more intentional online presence. I was also featured in Osaic's Technology Newsletter for being an early adopter of fintech and building one of the first virtual, paperless advisory practices within my broker-dealer.

I've also helped recruit, mentor, and support the next generation of financial advisors, with a particular focus on increasing the presence of women in the profession.

Whether it's a client, nonprofit, business owner, or another advisor, people usually call me for the same reason—they know I'll help them figure it out.