Amy Marquis

Chief Operations Officer

As COO of fi-plan partners, Amy oversees all operational aspects of the firm ensuring five-star service is delivered and guaranteeing superior business practices are maintained. She is very knowledgeable in the areas of retirement plans, pensions and rollovers. She works closely with the wealth management team coordinating necessary steps for retirement as well as new plan enrollment and administration.

Amy earned her undergraduate degree in Psychology with a concentration in business at Auburn University and her MBA at the University of Alabama at Birmingham. Experienced in administration and operations within the financial services industry, Amy brings a wealth of knowledge and an operational point of view to the team. As well as her financial experience and credentials, Amy is also a certified Persogenics trainer, guiding our team, affiliates and clients in achieving optimal communications.

Amy is an artist at heart and is gifted in the areas of painting and sketching. In her free time you can always find her with a paintbrush in hand or creating wonderful designs for decorative purposes as well as events.

Amy is a new resident of Bluff Park and involved in several community programs. She is a member of the Aldridge Gardens Jr. Board and The Alabama Youth 4-H Leadership Council. She is a previous Alabama State 4-H Council President and served with the National 4-H Council. Amy also volunteers with Jefferson County Schools, YWCA, Five Mile Creek Greenway Partnership, WJHS Alumni Association and other local organizations helping make a difference in our community.

Family is extremely important to Amy, and she cherishes her strong family ties. She has three precious nieces, Kinley, Lauren, and EmmaKate, and is very involved in their lives.

Contact Amy: Email here or call (205) 989-8270.