Amy joined Clearstead in 2024 as a Tax Administrative Assistant. She provides support to the firm’s Private Client Services by processing tax returns and delivering returns to clients. Amy also provides documents and support to the group’s Client Service Associates.

Prior to joining Clearstead, Amy was a tax and office admin for RK Taylor & Associates, where she performed bookkeeping, data entry, office administration, and web design for the firm. Amy is a Graphic Design Specialist and web designer and received a certificate in Computer Graphics from Silicon Valley University.