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Amy Cursio, FPQP®

Amy Cursio, FPQP®

Administrative Associate

Amy Cursio is an Administrative Associate at R.J. Schrift Private Asset Management. Her many roles include tracking client communication, reviewing financial planning concepts and building educational content for Estate Attorney’s and CPA’s.  Following 3 years of teaching in public schools, Amy began her career in the financial services industry with Horace Mann. Amy joined R.J. Schrift Private Asset Management in the fall of 2018 and has been an important member of the team ever since.

After earning her B.A. in Mathematics from Alma College, Amy obtained her Series 6 & 63 securities licenses as well as her life, health and long-term care insurance licenses, which are currently held at LPL Financial. She most recently completed her Financial Paraplanner Qualified Professional course which will allow her to assist clients with their financial planning needs. In her current role, she specializes in processing life and long-term care insurance and most enjoys getting to see clients have a plan that maximizes opportunities and minimizes threats.

Amy lives in Huntersville, North Carolina with her husband Bobby and their 6-year old twins, Dominic and Sophia. In her free time she enjoys golfing, hiking, watching Detroit Tiger Baseball, and participating in the PTA.