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Business Advisor

Amy Phelan

Shareholder
Phone

781-451-9247

Email

akp@tonneson.com

Linkedin

Connect today

Office

Wakefield, MA

Expertise

High net worth individuals
Estates
Trusts
Closely-held small businesses

Amy has worked at Tonneson for over 24 years. She has expertise in working with high net worth individuals, business owners and their families on tax planning, retirement planning, trusts and estates, and more.

Amy is a CPA who earned a bachelor’s degree in business administration from the University of Massachusetts at Isenberg and a master of science in taxation from Bentley University. She is a member of the Boston Estate Planning Council (BEPC), American Institute of CPAs (AICPA) and the Massachusetts Society of CPAs (MSCPA), where she also serves on the education committee. Amy is also involved in the firm’s mentoring activities and supporting charitable causes, such as North Reading Relay for Life, Catie’s Closet, Merrimack Valley Food Bank and North Reading Food Pantry.

She lives in North Reading, Mass. with her husband and two dogs. They have a son who is attending the Massachusetts Maritime Academy and a daughter who is a police officer in Portland, Maine. Her favorite place to get away is Harpswell, Maine.