Amy Gomez is a financial services professional who believes clients deserve the time and space to fully understand what is happening with their money. She creates room for questions and conversation, recognizing that confidence in a financial decision often begins with feeling free to ask why.

Amy has a natural ability to meet clients wherever they are in their financial lives. For new investors, she provides the guidance and education needed to build financial knowledge and become more confident taking an active role in their investments. With experienced investors, Amy brings a fresh perspective, helping them take stock of what they’ve built and determine whether the strategies that served them in the past still make sense for where they are today.

Amy began her career in banking, where she gained an early appreciation for the responsibility that comes with helping safeguard someone’s financial life. After joining Jason Hooz in 2015, she became immersed in the service and operations side of financial planning, developing an instinct for seeing client needs through rather than simply addressing the question at hand. Becoming an agent with New York Life in 2019 gave Amy the opportunity to bring that experience into the planning process and play a greater role in the strategies behind the work. Today, she draws on that well-rounded perspective as a Partner at Hooz Wealth Strategies and a Registered Representative with NYLife Securities.

For Amy, the relationships she builds with clients are what make the work personal. She values the trust that develops over time and the opportunity to be part of their lives through the years.