Background & Experience

Amy stands as a seasoned professional committed to delivering exceptional client service. She first started at the firm in 2000, and recently rejoined in 2023. She has more than twenty years of experience in estate planning, gift and trust tax, and more.

Throughout her career, Amy has honed her skills, navigating the intricacies of estate planning with finesse. Her comprehensive understanding of gift and trust tax positions her as a trusted advisor to our clients, ensuring their financial goals are met.

An advocate for client-centric service, Amy is dedicated to providing a seamless and personalized experience. Her commitment to excellence extends beyond her role, evident in her active membership with the Baltimore Estate Planning Council. This affiliation not only showcases her dedication to staying abreast of industry trends but also underscores her collaborative spirit in contributing to the advancement of the field.


Bachelors of Science in Accounting, York College

Professional Designations

  • CPA, 2005