Amy has been an invaluable member of Pease Bell CPAs since August 2006, contributing a wealth of experience. Prior to joining the firm, she managed her own accounting practice, catering to clients across diverse industries, including manufacturing, distribution, and professional services.
Focus: Amy's dedicated efforts revolve around assisting multi-generational high net worth families and their closely held businesses. Her expertise lies in addressing income, trust, gift, and estate tax planning issues.
Professional Development: Amy's contributions to professional literature include co-authoring several articles featured in regional and national publications.
Education: Amy earned her Bachelor's degree in Accounting from Miami University. Expanding her knowledge, she obtained both a Juris Doctor degree and a Master of Taxation degree from the University of Akron. Amy is also a Certified Public Accountant.
Personal Life: Beyond her professional pursuits, Amy and her husband find joy in nature walks at the Holden Arboretum and actively participate in cultural activities offered in the Playhouse Square district.
