Ami started in financial services in 2000 and has held a wide range of roles including: Sales Manager, Operations Manager, Director of Recruiting and Career Development, and Practice Management Specialist, while always maintaining her role as a Financial Advisor.
Ami earned her Bachelor of Science in finance at Bentley University. Currently, Ami serves as the Senior Agency Supervisory Officer (ASO). As the Senior ASO, she oversees the supervision of our Agency’s field force to ensure adherence to the rules and regulations set by the state and federal regulators, as well as our home office. In addition to her work in Compliance and as an Advisor, Ami is a member of Women in Insurance & Financial Services and the Society for Financial Services Professionals.
Ami resides in Southborough, MA. Outside of her professional work, she enjoys spending time in her most important role: as a mom to her daughter, Lillian.« Meet more of the team