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Do you have a good sense on how your year is going to end?  Typically, that’s the case and now it’s just a matter of finalizing what you have pending so it actually happens.  You might say, I can’t think about anything else right now, I’ve got to stay focused.  I get it but …Read More

About Ami

Ami has worked in financial services since 2000. She started as a Financial Advisor and has held several leadership roles within the industry while maintaining a small practice. Ami has a passion for supporting Advisors with business planning and practice management. She does this at her own firm, A.M.I., Inc. as well as the firm she is employed at as the COO. Ami graduated with a Bachelors degree in Finance from Bentley College. She lives in Southborough, MA with her daughter Lilly and their yellow lab, Romeo.

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