501 S Cherry Street, Suite 510, Denver, CO, 80246
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Amy is a financial strategist/partner at Prism Financial Strategies, LLC and Prism Insurance Strategies since 2017, focusing on financial planning and product recommendations, dedicating about 10-20% of her time. She also owns rental properties since 2011, requiring minimal time, and is a financial strategist at Integrated Wealth Concepts, LLC (DBA: Prism Financial Strategies LLC) since May 2023, dedicating about two-thirds of her time.