I grew up in Indiana, home state to the Hoosiers! I received my Bachelorís Degree in Education from Indiana University, which is famous for college basketball and Bobby Knight. My original plan was to become an elementary school teacher, ideally first grade. Upon graduation I covered a couple maternity leaves for teachers as a substitute.
Needing a regular paycheck and benefits, I started working at a local credit union as a teller. Initially, I wasnít planning on staying long but I enjoyed working with our members and excelled within the organization. I was promoted several times finally ending up in the Financial Services Department as an Assistant to three Advisors. The Advisors used American Funds heavily, which led to me taking a position as a Client Services Representative with American Funds. I gained a tremendous amount of knowledge about the mutual fund industry while working there, and it proved to be a very rewarding experience.
I decided to have a change of scenery and moved to California in 2009. My mom was born in the Salinas Valley, on River Road, so this area of California has always been very special to me. This move to California took me back to working for a local credit union, where I worked there for over eight years in various positions ending up as an Assistant Manager of the Teller Department.
Wanting to make a career change and go back to my roots in education I took a position overseas in Djibouti, Africa on a US Military Installation for the University of Maryland University College as a Program Coordinator. It was a wonderful experience that was not without its challenges, but it allowed me the opportunity to test my inner strength and immerse myself in the life of a third world country. I missed my life in Monterey County so I came back after six months, more thankful and appreciative of being an American.
I am very excited to join the Integris team and look forward to having the opportunity to help our clients achieve their financial goals. In my free time I enjoy hiking, going to the beach with my dog Norman, shopping for treasures at second hand shops, painting, and making pottery.
You can contact Amy at 831-333-1717 or firstname.lastname@example.org.
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