Meet Amy
Amy has more than 23 years of experience in the financial services industry. She began her career in 2001 as a client services representative at a financial planning firm in Irvine. In 2003, she started working closely with John Dunphy and KiHo Choi, where she played an integral role in supporting and growing their financial planning practices. Amy holds her Series 6 and California insurance licenses.
In her new role at Twin Pines Wealth Management, Amy will continue to work with John and KiHo to provide exceptional service to clients, addressing their needs and questions. Amy has a talent for building strong personal connections with clients and enjoys guiding them through onboarding. She excels in helping clients navigate new technology to understand their financial picture better and ensures they feel comfortable and supported throughout the journey. Amy values long-term relationships with clients, treating them like family and ensuring they feel understood and cared for.
Outside of work, Amy enjoys spending time with her husband, Marcel, and their four children. Her daughter plays lacrosse at CSU Pueblo and is studying nursing, while her son Ryan is active in basketball at JSerra Catholic High School. Marcel’s daughters, Ava and Audrey, attend Baylor University for music and Tesoro High School for golf, respectively. The family is very busy supporting the kids’ various activities and enjoys attending their events whenever possible.
