Amy Fisher

Client Services, Marketing Assistant

Amy Fisher serves as our Client Services and Marketing Assistant. She manages the office calendar for appointments and coordinates educational and social events, helping ensure each activity is organized and communicated clearly. Amy collects client information and prepares reports, forms, and supporting documents for meetings.

Amy assists with account service requests, including beneficiary updates, withdrawals, address changes, and other maintenance needs. She helps track follow-up items, maintain accurate client records, support new-account paperwork, coordinate communications, and prepare marketing and event materials. Her attention to detail and responsive approach help clients stay informed and help the team deliver an efficient, welcoming service experience. Amy graduated from the University of West Florida.