Amy manages all firm operations, including the majority of our clients’ service needs including, opening accounts, distributing funds, transferring in assets, and much more.

Amy’s role is to be of service on any issues not directly related to investment management and financial planning. Amy brings many years of administrative experience to this position, and is the primary contact for our clients in between reviews with Paul Murray and/or Tyler Breder. Amy lives in Warrington, very close to our offices in North Wales, and enjoys traveling. Amy can be reached at amy@ptmwealth.com.