Amy is our Financial Services Coordinator who provides administrative support to our Financial Planner. In her role, Amy works to assist individuals and employees with their investment and insurance questions. She also aids employers with the administration of their retirement plans and works as an active problem-solver and support to clients. Amy is passionate about client services and will be happy to assist you when you call or stop at our office.
Amy started working at JA Counter in 2001 as an executive assistant to Jim Counter, the founder of JA Counter. After leaving to be a stay at home mom, she joined the JA Counter team again in May of 2014. She brings with her six years of expertise in customer service. Amy was with JA Counter previously and worked as a sales assistant in the personal markets business group for four years.
Outside of work, Amy is an Ambassador for the Chamber of Commerce. Amy currently lives in New Richmond with her four boys. She enjoys cheering on her sons at their sporting events, volunteering in her community and spending time with friends and family.
Certification: Level 1 LOMA, Studying for Series 7 Exam
Education: WITC – Business Administration< Back to the Team