Amber Gee

Amber joined us in September 2022 as a paraplanning associate with over a decade of experience in the financial services industry. She is a 2009 graduate of Mansfield University with a Bachelor of Science in Psychology. She has recently completed her CFP® certification and is looking forward to using her strong analytical background and attention to detail to help clients achieve their financial goals. Amber is passionate about assisting her clients and tailoring a plan to best fit their lifestyle. She enjoys getting to know her clients and creating lasting relationships through all of life stages.

 Outside of the office, Amber enjoys spending time with her husband and two children. They are often on the go at the kid’s sporting events or spending time with family and friends.