When it comes to life’s stages, changes, and events, there are three types of people –
those experiencing them, the professionals advising them, and leaders who get why this is so important to their business success. We walk beside and help all three.

At Life Transitions by Dr. Amy, we find purpose and are driven by three simple principles:

  • Helping advisors and clients forge genuine relationships while achieving fulfilling life outcomes,
  • Supporting advisors’ clients as they navigate life’s transitions, so they have choice, control, and quality of life, and,
  • Knowing our work makes a difference in people’s lives.

Meet the Team

Amy D'Aprix, MSW, PhD, CPCA
Founder & CEO


Amy D’Aprix is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics.

Our Coaches

Lorraine Clemes

Lorraine Clemes, EdD, ACC
Trusted Advisor of Choice Coach

Learn more about Lorraine >

Rob Crema, BA, MBA
Trusted Advisor of Choice Coach

Learn more about Rob >

Barb Nicholson, CFP
Trusted Advisor of Choice Coach

Learn more about Barb >

Life Transitions by Dr. Amy Business Team

Lorraine Clemes

Jason Koebele
Chief, Sales Operations

Learn more about Jason >
Lorraine Clemes

Deborah Budnick, MBA, CPA
Chief Financial Officer

Learn more about Deb>

Tobi McGrory, MBA
Chief Growth Officer

Learn more about Tobi >

Diane Jones
Managing Director of Client Engagement

Learn more about Diane>
Lorraine Clemes

Jeff Dickstein
Head of Strategic Sales & Partnerships

Learn more about Jeff >

Kim Couse
Chief of Operations

Learn more about Kim >