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Have you ever had a mini panic moment suddenly, wondering if you took care of something for a client? I know I did many times early on in my career.  In fact, sometimes these moments would wake me up in the middle of the night! It happened far too often until…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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