As founder and president, of KJ Wealth Advisory, Amy serves individuals and families in multiple aspects of financial planning and investment advising. With more than 30 years of experience within the financial services industry, helping clients gain a clear and cohesive understanding of their investments—and all aspects of their finances—is Amy’s goal. Through a thorough analysis of their investment mix, risk level, and overall goals and hopes for their future, Amy seeks to bring confidence and calm to her clients' financial lives.

Additionally, Amy has held roles at John Hancock Mutual Funds (Boston, MA), St Germain Investments (Springfield, MA), and at UBS Financial Services (Springfield, MA).

A former member of the Glenmeadow Senior Living Board of Directors, Amy served as the Board Chair as well as on their Investment, Development, Building, Finance, Governance and Strategic Planning committees.

Amy holds FINRA Series 6, 7, and 66 securities registrations and is a licensed Insurance professional. She earned a BA in interpersonal communication from the University of Massachusetts, Amherst.

Residents of Longmeadow, MA, Amy and her husband Tom, raised their children Katie and Jonathan, now young adults. Amy enjoys spending time with their cocker-spaniel Winnie, cooking, gardening, reading, or power walking through town. Most of all, she enjoys spending time with her family when their children come home for a visit or as they travel together on family vacations.