Amie Newton joined ASE Financial Advisory Group in January 2022 as Office Manager and Associate Advisor. She is responsible for assisting in the client onboarding and servicing process while collaborating with the ASE Team to coordinate priorities, efficiency, and communication. Working in this hybrid role, Amie is integral in the development and implementation of firm policies, workflows and procedures, regulatory compliance, and database management protocols.
Amie brings over 15 years of experience in the financial planning, employee benefits and retirement planning industries. She is Series 6 and Series 63 licensed as well as having her Life/Health/Accident/Variable Product Insurance license. Amie adds value to our retirement planning clients as a Certified Plan Fiduciary Advisor. She graduated with honors from the University of Phoenix with a Bachelor of Science in Business and a certificate in Human Resource Management.
Outside of the office, Amie enjoys reading, live music, hiking, and spending time with her son, Eric, and her cat, Toby.