Education:
Bachelor of Science in Accounting, Villanova University
H&R Block Income Tax Training
Amy joined JRB Wealth Management as a tax specialist, known for her problem-solving abilities and project management skills. Her financial expertise began in public accounting at a Big 4 accounting firm, where she developed a strong foundation in honesty, integrity, and teamwork—principles that continue to guide her professional approach.
After her tenure in public accounting, Amy further honed her skills at Merrill Lynch’s Internal Audit Department. As an Audit Practices Manager and COO, she excelled in quality assurance, risk assessment, planning, metrics, and high-level management presentations, showcasing her organizational, technical, and communication strengths.
With over 15 years of volunteer experience in her local school district, Amy has built strong community connections and is a sought-after volunteer. She currently serves as the Treasurer for Pennsbury Kids, a not-for-profit 501(c)(3) organization supporting children in need within the Pennsbury School District. Amy is passionate about utilizing her skills and relationships to give back to her community.
Amy is excited to embark on this new chapter at JRB Wealth Management. In her role as a Tax Specialist, she brings together her diverse talents and work ethic to serve clients effectively, as she has demonstrated throughout her professional and volunteer endeavors.
Outside of work, Amy enjoys spending time with her husband, two children, and two dogs. She also loves cooking and cheering for Philadelphia sports teams