Amy E. Thomas, MBA, is currently the Regional Director of Vanguard Retirement Plan Access. Previously, they served as a Wealth Management Advisor and Group Retirement Plan Advisor at Wharton Wealth Management, where they helped businesses and individuals achieve financial success through comprehensive planning. Amy held roles at Lincoln Financial Group as a Project Manager and Retirement Specialist, as well as at Northwestern Mutual as a Financial Advisor. They completed their education at Villanova School of Business from 2018 to 2020.
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