Ami graduated from SMU with an Advertising degree, specializing in Media Planning. With over 20 years in the industry, she transitioned her focus from the corporate environment to impacting clients’ personal lives. Certified as a CFP® in 2021, Ami has also passed the Series 7, 63, and 65 exams, demonstrating her commitment to professional excellence.
Passionate about helping clients achieve financial peace of mind, Ami is currently pursuing certification as a social security analyst to enhance her ability to assist clients in this crucial area. Known for her amazing attention to detail, Ami is dedicated to providing the highest level of customer service.
Outside of work, Ami continues to make a difference in family lives by volunteering with Habitat for Humanity Collin County and serving as a family mentor to new homeowners. She and her husband are proud parents of two daughters.
