Broker Check
Amy O'Connell

Amy O'Connell

Operations Manager

Amy has over 20 years of experience in the insurance industry.  She had worked with David as well as many other Advisors throughout Massachusetts since 2008 with Ameriprise.   Her extensive knowledge base helps her to review and assess many of our clients insurance policies and questions.  Amy has always had a creative side to her as well which naturally gravitated her to the Marketing and Social Media aspects of the business.  Amy handles all of the event planning, marketing duties, as well as social media for the office.  She is the main point of contact for our wholesalers and keeps everyone up to speed on any new products being offered.  She is dedicated to increasing quality and providing superior client service.

Amy also enjoys helping with charities.  She has coordinated our collaborative efforts with Family Promise Metrowest as well as helped them increase awareness throughout this region.  She has worked for many years with Aspiro donating her time and energy in helping with their annual Buddy Walk which supports people with various disabilities.  She handles all of our community support and volunteering opportunities and keeps everyone involved within the office, which is very rewarding for all.

Amy grew up in Green Bay, WI  and enjoys hanging out with her 3 children – Jackson, Addyson, and Alayna.  She loves all outdoor activities, trying new things, traveling, meeting new people, and eating great food….which is why she also runs every day and keeps on track with her daily exercise.   She lives by the saying….”you have to burn it to earn it”.