Ami Baxter, CFP®

Ami graduated from SMU with an Advertising degree, with a focus in Media Planning. After 20 years in the industry, Ami wanted to refocus her talents in the corporate environment to making an impact in clients’ personal lives.  Ami is passionate in helping clients make financial decisions that give them peace of mind.  She is working on her certification on being a social security analyst to further assists clients in this area.

Outside of work, Ami continues to make a difference in family lives by volunteering with Habitat for Humanity Collin County and is a family mentor to the new homeowners. Ami and her husband have two daughters.