Amy joined the Client Services team in December 2024. She spent eighteen years working as a tax attorney including twelve years specializing in estate, trust, and gift tax compliance and planning.  Her experience also includes teaching gift and trust tax concepts and providing tax software training.

Amy sits on two nonprofit boards that support adaptive sports: Boston Self Help Center and the US Volt Hockey Association.  She received a B.S. in Geology from Tufts University and an M.B.A. from the Carroll School of Management at Boston College.  She earned her J.D. from Suffolk University Law School and her LL.M. in Taxation from Boston University School of Law.  In her free time Amy enjoys hiking, biking, and traveling with her son and their Bernedoodle.