Amy Wiseman
Client Services Associate
Amy was born and raised in Fort Wayne, IND and now resides in Lexington, KY. She attended University of Kentucky and completed with a bachelor’s degree in psychology. Amy brings over 25 years’ experience in her current role of serving our clients’ needs along with delivering the highest level of client satisfaction in the industry. Besides calculating RMD’s in her spare time, she enjoys drinking pina coladas and getting caught in the rain, she’s not that into yoga and into champagne. Always feel free to reach out to Amy for any questions or needs you may have as a client.