Amy Chubbs, CFP, FCEP

Amy joined Thompson & Associates in 2016.  She has over 20 years of experience in financial planning, in addition to 10 years in mortgage banking.  She enrolled in the CFP program (Certified Financial Planner) and also received her Series 7 and insurance licenses.  In 2002, Amy started Sailer Financial (Sailer was Amy’s former name), before selling the business in 2016.  Amy is also a Fellow in Charitable Estate Planning (FCEP) from the Charitable Estate Planning Institute.

Amy spent most of her life in the Nashville, TN area, but she and her husband now live in Rancho Santa Margarita in Orange County, California.  They have one daughter and two grandchildren with a third one on the way.  Her daughter and grandchildren live just 15 minutes away, so she is enjoying spending more time with them.  Amy’s hobbies are music and film making.  Amy spent the early years in her life playing violin professionally.  She also plays piano and writes music.  She has also produced several short films and her last project was a documentary on Rwanda which was shown in various film festivals around the country.

To email Amy, click here.

To download Amy's vCard, click here.