Team

With over 20 years of financial services expertise, I am excited to work with clients in the areas of retirement planning, tax planning, estate planning, and wealth transfer strategies. In addition to being a Certified Financial...

Taylor Ostien is Amy’s paraplanner and assistant. He started his financial service career when he joined Financial Dimensions Group in November 2020. Taylor enjoys cultivating and maintaining client relationships, client account...

Naomi’s job as Amy’s administrative assistant is to make everything in the office run as smoothly as possible and to give clients the best, most consistent experience possible every single time we connect with them....