Aimee brings more than 20 years of experience in the financial services industry to her role, assisting clients with their needs, requests, and questions. Working closely with our advisory team, she is dedicated to delivering exceptional service and helping to ensure each client feels supported and confident in their financial journey.
Known for her approachable style and genuine enthusiasm, Aimee strives to make complex financial topics easy to understand. She is committed to helping clients feel assured that their finances are in capable hands. In addition to serving clients directly, Aimee supports our financial advisors in developing and managing investment portfolios. She holds Series 7 and 66 securities licenses and is an Accredited Asset Management Specialist™ (AAMS®) professional.
Before joining our team in April 2016, Aimee worked as a Registered Sales Assistant at Janney. She earned her bachelor's degree in Finance from West Virginia University.
Originally from Wallingford, Pennsylvania, Aimee raised her two children, Abbe Rae and Jake, there before relocating to St. Petersburg, Florida. Outside the office, she enjoys dancing, taking Zumba classes, and working on home improvement projects. Aimee is also a proud member of the Pi Beta Phi Sorority, West Virginia Chapter.
