Amy Montiel is a Financial Adviser based in Arizona. She is an Arizona native and moved to Tucson where she attended the University of Arizona. She spent time as a teacher before deciding to embark on a career in the financial services industry. She joined Aaron Alonzo and the team at Aim Wealth partners in 2023 to help people create plans for a more secure financial future. As a former teacher and coach, she loves educating and helping people to identify and work toward their goals. By getting to know clients and their priorities, she works with them to make a plan so they have more time and resources to do what matters most. Understanding how daunting the financial world can seem, Amy is dedicated to working with clients to simplify complex concepts and help them create and follow plans for a brighter future.
In her free time, Amy enjoys spending time with her husband and two daughters. She also enjoys reading books, indulging in good food with good friends, playing tennis, and watching University of Arizona athletics. Bear Down!