Amy Allen

Client Service Associate

Amy Allen

Education & Professional Designations

    • Ohio University: Bachelor of Specialized Studies

Majors: Marketing and Management with a focus on Communication

About Amy

As a Client Service Associate, I assist clients in opening new investment accounts, apply for life insurance and long-term care insurance, help clients make changes to their accounts (i.e. beneficiary changes, name/address changes, account ownership changes, etc.), I help clients access their funds, set up withdrawals or contributions, assist clients in transferring their funds, and keep clients updated on the progress of their requests.

As a member of our client service team, I enjoy assisting clients with their questions, inquiries, and requests. My goal is to always provide professional experience and outstanding customer service in every client interaction.

Amy

Hobbies and Personal Interests

I enjoy spending time with my family and friends, attending sporting events, comedy shows and concerts, staying active, especially outdoors. I also enjoy hiking, bike riding, golfing, running, riding my horses with my daughter and spending time with our animals. Some of my other favorite things are being involved with the community and volunteering with the humane societies, food banks, and The American Heart Association.

Meet More of Our Team

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Stephen Catalano

Steve Catalano 

Managing Partner

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Ali Kobeissi

Ali Kobeissi

Financial Paraplanner

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Jenna Loader

Operations Manager

Steve Peer

Steve Peer

Client Service Administrator

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Stephanie Seese

Senior Client Service Administrator

Ed Skully

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey

Laura Steffey Moss, CFP®

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor