Amberly joined the TRC Advisory and Wealth Management team in the fall of 2016. Prior to joining the team, she worked in Talent Acquisition where she specialized in client service and process improvement. She utilizes those skills to offer creative solutions that ensure excellent service is being provided to the clients of TRC Advisory and Wealth Management. Since joining, she has worked diligently to become a licensed financial advisor for the firm and now holds her Series 7 and Series 66 licenses, as well as her insurance license. In 2023, she also added an additional professional designation to her credentials and obtained her CFP® certification. Amberly graduated from the University of North Texas, Magna Cum Laude with a degree in Speech-Language Pathology and a minor in Development and Family Studies as she has always had a passion to help people in their daily lives.
As a native of Fort Worth, Amberly loves finding new places to eat. Apart from working, you can find her spending quality time with her family.
*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. TRC Advisory & Wealth Management is a marketing designation.