Biography

Amy has practiced public accounting since 1998. She is the leader of the Private Clients practice for the Oregon region of Moss Adams. She has a technical tax background with an emphasis in partnership, individual and corporate tax as well as extensive experience with high net worth individuals. She has devoted a majority of her time to providing proactive tax planning, trust accounting, estate planning, family office and tax preparation in multi-state environments to our high net worth clients, executives and family owned businesses.

For the past ten years, she has devoted a majority of her time to the firm’s private client services practice to provide tax planning, trust accounting, estate planning and tax preparation in multi-state environments to our high net worth clients, executives and family owned businesses. In addition, Amy has worked directly with our closely held business owners and their advisors to provide a holistic approach to their financials goals including personal financial planning, business owner succession planning, retirement planning, S-corporation distribution planning, income tax planning, and overall estate planning.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Estate Planning Council of Portland
  • Member, Oregon Society of Certified Public Accountants

Education

  • BA, accounting, Oregon State University