Amy joined Tull Financial Group in November 2010 after relocating from upstate New York. As our Client Relations Manager, she oversees the Client Relations department, and is instrumental in ensuring that our clients' needs are met. She primarily works with account-related matters such as setups, transfers, and keeping tabs on clients' changing financial needs. She also works directly with Robin on financial plans. She has over fifteen years of experience in the financial services industry, has a Certificate in Financial Planning, and holds the Registered Financial Consultant (RFC)® designation. As our Social Security and Medicare specialist, she has earned the National Social Security Advisor (NSSA) Certificate. Amy recently earned her Certified Senior Advisor (CSA)® designation, and has extensive experience in assisting adults and children with special needs, helping them navigate government programs and planning for their financial future.