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I think many can agree that in today’s world, time is of the upmost value and there certainly doesn’t seem to be enough hours in the day to accomplish everything you set out to. Lists are a mile long and all areas of life, from personal to professional, are packed with things that need to get done. The solution? Add..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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