Amber Gee

Amber joins us as a Paraplanning Associate with over a decade of experience in the financial services industry. She has a strong analytical background and keen attention to detail. She is passionate about helping clients achieve their personal financial goals though intelligible communication and time spent getting to know you.

Graduating from Mansfield University in 2009 with her Bachelor of Science degree, she is now looking forward to obtaining her CFP® designation.

When not at the office, Amber is often on the go with her husband and two children attending sporting events and enjoying the outdoors.

Jolie McCarthy,CFP®