Amy Swartzfager, CPA/PFS, MBA

Amy is a Principal in the Raleigh office. She is a member of the tax team, providing tax planning and compliance services with a focus on individuals, small businesses and S corporations. Amy is passionate about easing clients’ stress when it comes to their tax situation while also helping them build their dream businesses, achieve their financial goals and be radically generous.

Prior to joining Cerity Partners, Amy was a Tax Manager with Cook Wealth. She served in other roles in both public and private accounting which involved unique opportunities such as advising on a $400+ million budget for her county and consulting on a multi-state and multi-national corporate tax provision.

In her spare time, Amy enjoys playing board games with her family, volunteering at church, tending to her garden, and searching for the best coffee spots wherever she travels.