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Speaker

Amy Swartzfager

CPA/PFS, MBA
Principal | Tax Advisor
Cerity Partners

Amy Swartzfager is a Principal and Tax Advisor at Cerity Partners LLC, a national wealth management firm, where she provides comprehensive tax advisory services to High-Net-Worth individuals and small businesses. Based in Erie, Pennsylvania, Amy brings a unique blend of public accounting expertise and private-sector experience that informs her holistic approach to tax planning. She has also never met a stranger.

Amy's career spans over a decade of progressive roles across public accounting, industry, and local government - building deep expertise in individual and corporate tax planning, compliance, tax provision, and municipal budgeting.

Amy is passionate about helping early-career accounting professionals find their footing, not just technically, but professionally, and is dedicated to building the kind of meaningful connections that elevate the entire profession. When not at work, Amy enjoys spending time with her husband and son playing board games and serving the Erie community through the Leadership Board at her church, as a volunteer and Advisory Board Member at the Erie City Mission, and Board Member of the Women's Care Center.