Who We Are

For business owners who wish to attract and retain outstanding talent, Amy creates unbundled 401(k) plans with innovative investment options including rules-based portfolios and exchange-traded funds.  She is proud to create and manage 401(k) plans tailored to meet her clients’ needs.  

Amy formally expanded her services in 2016 to help older women navigate the daunting financial minefield of divorce after meeting numerous smart, well-educated, divorced women who lacked the funds to secure their financial futures.

Amy understands that for older women facing divorce, achieving an equitable divorce settlement is the first step.   

Amy provides full-service, holistic financial planning and wealth management with Retirement Wealth Advisors in addition to her role as a Certified Divorce Financial Analyst with Lawson Financial Group, Inc.

Amy earned her Master’s Degree in Business in 1987; she is a Certified Divorce Financial Analyst (CDFA®), she holds a Series 65 securities license and is a Life Agent in both North Carolina and Florida.

Amy lives in Raleigh, North Carolina and divides her time between Retirement Wealth Advisors’ Raleigh, North Carolina and Cape Coral, Florida offices.  

As a way of giving back to her community, Amy created and conducts The Bracelet Project, an entrepreneurship program for the Girls Clubs of Raleigh.  The Bracelet Project was designed for Tween girls between the ages of 11 and 14.

In her spare time, Amy likes to paint and spend time with her family and her girlfriends, whom she affectionately refers to as her “Sheroes.”