Amy Corbett


Family Services Senior Manager


Amy is the Senior Manager for our Family Services Team. She has vast experience with leadership, wealth management, financial advisory services, and investment, tax, and estate planning. Amy has served for a number of reputable firms in which she managed and coordinated relationships with several high net worth clients.

Education and Certifications
  • Miami University – B.S. Business Administration, Accountancy
  • Certified Public Accountant
  • Certified Financial Planner
  • Certified Investment Management Analyst
  • Certified Private Wealth Advisor
  • NASD Licenses: Series 63, 65