Amy Michaelson is the Director of Trading at Focus Partners Wealth, a firm formed through the 2024 merger of Buckingham Strategic Wealth and The Colony Group. Her experience includes multiple director and manager roles at Loring Ward. She holds a bachelors degree from California State University, Fresno.
Outside of work, Amy maintains a strong connection to her alma mater, California State University, Fresno. Her interests also include key financial institutions like Charles Schwab, reflecting a deep engagement with her industry beyond her primary role.
Her company underwent a significant merger in mid-2024 and a subsequent rebrand to Focus Partners Wealth in early 2025.