

She holds a Bachelor of Science in Business Administration with a minor in Marketing from
the University of Maryland University College.
Amy began her career with portfolio management software companies Morningstar and
AssetBook, where she supported registered investment advisors and developed deep
expertise in client service and operational support. Her work with business professionals
later led her to Hanover Street Capital, where she provided due diligence support for
Deutsche Bank’s commercial real estate financing division.
In 2019, Amy served as Finance Manager for Garrett County Lighthouse, a nonprofit organization,
and was quickly promoted to Executive Director. In this role, she played a key part in strengthening
organizational structure and developing long-term referral relationships.
Amy resides in Oakland, Maryland, with her two children. Outside of work, she enjoys hiking,
baking, and painting.


financial, and back-office support roles. She holds a
Bachelor of Science in Business Administration with
a minor in Marketing from the University of Maryland
University College.
Amy began her career with portfolio management
software companies Morningstar and AssetBook,
where she supported registered investment advisors
and developed deep expertise in client service and
operational support. Her work with business
professionals later led her to Hanover Street Capital,
where she provided due diligence support for Deutsche
Bank’s commercial real estate financing division.
In 2019, Amy served as Finance Manager for Garrett
County Lighthouse, a nonprofit organization, and was
quickly promoted to Executive Director. In this role,
she played a key part in strengthening organizational
structure and developing long-term referral relationships.
Amy resides in Oakland, Maryland, with her two children.
Outside of work, she enjoys hiking, baking, and painting.
Check the background of your financial professional on FINRA’s BrokerCheck.
Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, IN, MI, MT, NC, NE, NV, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management. Customer Relationship Summary Form (CRS)
© 2024 Lakewood Wealth Management. All Rights Reserved. | Website Designed by Cobalt & Sapphire
