Amy earned an Associates of Arts Degree in Business Administration and holds a Series 6 License as a Limited Securities Representative. She is a licensed Life, Health and Disability Insurance Agent with the State of California. She has worked in the Financial Services Industry since 2001 and has over 15 years of customer service experience. Amy is the assistant to John Dunphy and KiHo Choi at Haussmann Financial, Inc. She performs a variety of service functions that include the opening and transferring of accounts, preparing client reviews, providing communication and feedback to clients and entering trade orders under the direction of the Financial Advisors she supports. Amy can be reached at Extension 234.