Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money. We believe in making tax-aware decisions — because the only number that matters is “net of taxes.”
Our goal is to help you identify and maximize every tax advantage allowed by law.
Planning with an eye for the future
Quantifying tax consequences of every decision
Because April 15th is too late
Born into her family’s mechanical contracting company, Amy learned about running a business from a young age. Those lessons led her to successful stints in logistics, systems creation, education, and sales. Prior to joining WealthSource, Amy was the Chief Financial Officer and Chief Operations Officer of Heritage Investors, LLC. Before that, Amy served as an Independent Beauty Consultant for Mary Kay, Inc. and later as the National Area Manager, Executive Assistant and Event Coordinator for Lynnea Tate, an Independent National Sales Director of Mary Kay, Inc. In everything she does, Amy strives to create systems, improve processes, and empower people to become the best version of themselves.
Amy holds a Bachelor of Arts degree in History from Liberty University.
Amy is married with three children. In her free time, she enjoys reading, hiking, baking, traveling, music, and fitness.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
