During her time with Morgan Stanley she moved to the Philadelphia area where she played a key role in supporting operations across multiple branch offices serving nearly 150 Financial Advisors and support staff.

In 2013, Amy joined Wells Fargo Advisors as an Administrative Assistant to three Regional Brokerage Managers, supporting Financial Advisor operations across several markets, including Philadelphia, Bucks and Montgomery Counties, the Lehigh Valley, and the Private Bank.
Amy joined Samson Wealth Management Group in December 2017.

As Director of Branch Operations and Client Service Teams at XML, she supports team members across a variety of behind-the-scenes operational activities to help ensure work is completed efficiently and effectively. She also assists with client service needs and helps address service-related matters. Originally from Lancaster County, Pennsylvania, Amy currently resides in Lebanon County, Pennsylvania, with her partner, David.