Amy Deer, AIF®
Retirement Plan Associate
Amy joined Axial Benefits Group by way of The Kraematon Group acquisition, a firm she joined in 2018 as a Client Service Administrator after a career change from the performing arts. She now holds a Series 65 license and Accredited Investment Fiduciary (AIF®) Designation through Fi360.
In her current role as a Retirement Plan Associate, Amy helps clients manage their retirement plans as well as provides investment education to our clients' employees. She remains an integral member of the administrative team and continues to handle the client onboarding process, prepare client and prospect meeting materials including annual plan reviews, serves as the resident expert on scheduling and investment monitoring software, and assists on special project work.
Amy lives in Milford, MA and likes dancing, going to the theater, and spending time with her family and friends.