Amy Deer, AIF®

Senior Retirement Plan Advisor

Amy joined Axial Benefits Group in 2018. In her current role as a Senior Retirement Plan Advisor, Amy helps clients manage their retirement plans as well as provides investment education to our clients' employees. As an integral member of the administrative team, Amy handles the client onboarding process, prepares 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.

Prior to joining Axial Benefits Group, Amy worked for The Kraematon Group 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.

Amy lives in Milford, MA and likes dancing, going to the theater, and spending time with her family and friends.

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