Amy Richardson, CFP

United States

Amy Richardson, CFP, has more than 15 years of experience in the financial services industry. She serves as Director of Advisory Services at TCI Wealth Advisors, where she is responsible for strategic oversight of the firm’s advisory organization and client relationship initiatives across all offices. In this role, she leads advisor development and performance management, drives business development priorities and establishes standards for wealth management and planning excellence. She also defines and directs TCI’s client experience strategy to ensure consistency, quality, and long-term value for clients. As a member of the senior leadership team, she plays a key role in enterprise planning and firm strategy.

As a member of the FPSB Professional Standards Committee, she contributed to updating global financial planning standards to meet evolving client needs and the practice of financial planning.

Richardson holds a master’s degree in Business Administration from the University of Massachusetts Dartmouth and dual bachelor’s degrees in Finance and Real Estate from the University of Denver.

Richardson’s term on the FPSB Board of Directors ends on 31 March 2029.