Amy has extensive experience spanning 20+ years in financial planning for corporate executives and directors. Her responsibilities as principal at TrueWealth include overseeing client relationships, developing comprehensive planning strategies, communicating with clients, preparing financial plans, and coordinating implementation. Amy’s strength in managing all facets of clients’ financial needs is critical to delivering the high level service clients deserve. An effective leader within the business and beyond, Amy is married to Jonathan Merrill who is Principal of the Upper School at Woodward Academy in Atlanta. They have three young boys, Jack, Davis and Will, and the family is actively involved in the Oak Grove United Methodist Church and the boys’ school foundation. Amy is from Charlotte, NC and she and her family live in the Oak Grove neighborhood of Atlanta.