Amy Millsaps has worked at Corporate Plans & Services since 1995 and is a Senior Account Manager. She graduated from the University of North Carolina at Charlotte with a major in Accounting. Prior to joining Corporate Plans & Services, she worked for Arthur Andersen in Atlanta, GA where she earned her CPA designation. Amy enjoys the personal aspect of assisting her clients with their retirement plan needs. She also supervises the preparation of the valuation reports, Forms 5500, and processes distributions and loans to participants. She loves spending time with her family, serving at her church and on mission trips. She also enjoys running and cooking. She lives in Troutman, NC with her husband and three children.
You can reach Amy @ (704) 235-6551 ext 102