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Our Team Is Committed To Your Financial Success

Our founders, Jean Arias, Polly Moore, and Lori Gann Morris, built AMG Wealth Advisors on the pillars of trust and integrity. 

Supported by our talented team, we take a comprehensive and service-oriented approach to meet the unique needs of our clients. Our different strengths complement each other, and we all have a shared commitment to cultivating connections and building lasting relationships with our clients.

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Being a women-owned firm is rare in this field. We take that as a challenge to be even more diligent, more studied, and more proactive. And we listen with the unique perspective life has given us. That is a signature gift we bring to the table.
-POLLY MOORE
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Jean Arias
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CFP®, AEP®, CeFT®, CPWA®, Co-Founder
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Polly Moore
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AAMS®, AIF®, CeFT®, Co-Founder
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Lori Gann Morris
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CIMA®, AIF®, CeFT®, Co-Founder/ Managing Partner
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Robert Blessing
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Financial Advisor
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Ken Hada
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MBA, Operations Manager
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Ashlee Cook
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Senior Client Service Associate
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Megan Gegen
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Client Service Associate
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Grace Hill
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Client Service Associate