Amy joined Brogan Financial in 2013 and serves as Client Care Specialist and Operations Team Lead. She enjoys working directly with clients to serve their needs and provides exceptional service in handling client requests. Her key responsibilities include preparing necessary paperwork for clients and prospects, follow-up processing paperwork, providing support to the financial advisors, and communicating with clients.
As the Operations Team Lead, Amy provides leadership and support for the operations staff and financial advisors at Brogan Financial.
After living in Murfreesboro, Amy moved to Knoxville and graduated from The University of Tennessee in 2007, earning a bachelor’s degree in architecture. Her attention to detail serves the Brogan Financial team well.
Amy lives in Knoxville with her husband, Will. Amy enjoys crafting, cooking, the great outdoors and spending time with her family.