Amy Delauter

Operations Manager, Financial Advisor contactus@kooman.com

Amy has tremendous capacity for managing the details. She is the Operations Manager and Co-Branch Manager, and a licensed financial advisor with Raymond James. Her role is integral to the internal flow and oversight of all systems, policies and procedures involved in daily operations for client accounts processing and tracking. Amy is the compliance officer with responsibilities for monitoring all trading, correspondence and client communications to conform to licensing requirements and regulations from the FINRA and Raymond James Financial Services, Inc. She is the heart of client service at Kooman & Associates, Inc. setting the standard for excellence in all client service needs.

Amy graduated from Penn State University with a degree in Business, and was the first intern to work at Kooman & Associates, Inc. She has achieved the Series 24 General Securities Principal License, and provides administrative oversight and supervisory responsibilities for the office. She also has the Series 7, 63, and 65 licenses. Amy is married, and lives in Ebensburg with her husband Brian and daughter.