Amy Jo Dineen has been affiliated with L&M since 2020 and is a Registered Representative with Securities America, Inc. She holds FINRA Series 7 and NASAA Series 66 licenses as well as Life, Accident, Health license. Amy also has an Enrolled Agent Designation with the IRS.
As a Financial Advisor, Amy provides a variety of financial planning services, including investment planning, retirement planning, cash management and insurance solutions to clients and delivers financial advice to help them achieve their financial goals.
Bachelor of Science in Personal Finance, Post University
Volleyball, running, cooking, spending time with family and friends.
What Inspires me: Helping clients realize their dreams and goals are attainable is what drives me. Achieving these goals takes time, planning, and education. I’m here to walk clients through the process and help them find the best path. Partnering with clients - making their dreams mine - motivates me to be the best financial advisor I can be.