Amy Wade

Amy Wade

Operations Director

Amy began her career in the financial services industry in 2006 with a large national insurance company working as an assistant to a financial advisor. In 2008, she started with CORE Benefits & Investments as an advisor assistant. Today, Amy serves multiple roles for the CORE offices including Operations Manager and New Business Coordinator. She oversees the processing of new business for investments and individual insurance. Amy also works directly with CORE’s clients handling distributions from investment accounts and retirement plans.

Amy oversees compliance reporting for both CORE offices, arranges office events, and manages the appointment calendars for several of the reps. Amy is also in charge of Client Service ensuring that each CORE client gets the individualized care and support our clients deserve. She holds her life and health insurance licenses and is also a notary.