Amy Stockton became a team member of LifePath Wealth Advisors in October, 2007 as an Administrative Associate. You will usually find Amy at the front desk and as our director of first impressions, she enjoys greeting our clients and ensuring they have a beverage and one of our delicious cookies! Preparing paperwork, follow-up on pending documents, preparing reports for annual reviews and arranging the calendar of appointments are some of the duties she enjoys doing.
About eighteen months ago, Amy took up a new fitness routine called CrossFit. She just competed in her first team competition and completed 6 rigorous workouts over the course of 2 days. Setting personal records and goals has become a part of her fitness routine. One of her favorite hobbies is wine tasting with friends in the Lodi and Amador areas. Amy has a 16 year old daughter, Kaley, who is a Junior in High who recently made the team at her school. Amy was on the same drill team when she was in high school, so it is especially fun to have her daughter follow in her footsteps (or kicks!). They love to go to football games, while Kaley performs and Amy watches from the stands.
Amy enjoys traveling with Kaley to the Monterey Bay area to visit family where they play on the beach, go stand up paddle-boarding, go hiking and just relax! They like to travel as a family and gather new adventures on their breaks from everyday life.
Eating healthy and staying physically active are passions for Amy, as she believes it helps with overall health and mental focus at her job and other areas of life.
Amy is excited for the future of LifePath Wealth Advisors and enjoys getting to know each of our clients and building relationships with them on a personal level.