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Amy Daniels

Wealth Advisor

Amy works closely with Andina clients to develop, implement and monitor customized financial strategies for estate planning, investment and insurance.

Amy started in the industry in 1993, primarily as a FINRA Registered Representative, then joined Andina in 2014 . Previous experience includes positions as a financial representative in banking and a credit union. She worked 10 years with First Security Investor Services until this firm was acquired by Wells Fargo/Van Kasper. Amy then worked at Registered Representative with Mountain American Investment Services, XCU Capital and LPL Financial.

Amy’s certifications include FINRA Series 6, Series 7, Series 63, and Series 65 along with a Utah Life and Health Insurance License.

Amy attended Utah Technical College studying Business Management.

Amy enjoys camping at the lake with her husband and children, enjoying the beauty of nature.