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Amy  Simonsen

Amy Simonsen

Client Relationship Manager

Amy joined the Valiant team as Client Relationship Manager.  Her 15+ year career has given her extensive experience in retirement plan administration, covering a wide variety of plan types.  She also has considerable experience in individual tax preparation.  Clients appreciate her responsiveness and thoroughness, even in answering the smallest questions.  When Chad is conducting plan reviews with clients and mentions Amy, just hearing her name puts an immediate smile on their faces.   

Amy has held various roles throughout her dual careers of plan administration and tax preparation.  Her favorite roles have always been those centered around training and sharing her knowledge with her colleagues.  This desire to help others extends to her clients as well. 

In 1997, Amy graduated with an Associates of Applied Science in Natural Resource Conservation from Finger Lakes Community College.  Whether in terms of natural environment or business environment, she works to make things better for all.  

 She is currently studying for her QKA ® designation from the American Society of Pension Professionals & Actuaries.