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2151 E Pecos Rd, Suite #3
Chandler, AZ 85225

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(480) 464-9300

 

Amy Richardson

Amy Richardson

Estate Planning Consultant

Originally from the Midwest and a graduate of Augustana College in Rock Island, IL, Amy played an integral part in building Watermark Wealth Strategies into the thriving business it is today. Amy's role for many years was devising strategies for client procurement, sustainability and satisfaction. She was instrumental in updating and improving office operations and communications, and developed a client event program that is still in operation today.

Amy currently works remotely for Watermark, overseeing trusts, estate plans and preparing documents. Her keen understanding of financial succession helps clients, their beneficiaries and trustees navigate the perplexing world of paperwork involved in creating living wills and trusts.

 Amy is Kyle’s wife of 15 years and mother to two busy soccer playing children, Kylee and Brady. She became a realtor in 2017 with Keller Williams and has found a true passion for home buying and selling.