Amy McDaniel

Amy McDaniel is a Regional Sales Director at JULY, supporting advisors across California, Hawaii, Nevada, and Utah with consultative retirement plan solutions. Based in Orange County, California, Amy brings over a decade of experience in the retirement services industry and is known for her high-energy relationship style, responsive service, and commitment to advisor success. Since joining JULY in 2024, Amy has been part of a nationwide team of retirement consultants dedicated not just to selling a product, but to delivering tailored, value-driven plan design guidance. She thrives on building lasting partnerships with financial advisors and seeks to deliver the kind of white-glove service she would expect herself, always guided by empathy, accountability, and proactive communication. Prior to JULY, Amy served as Vice President of Operations and New Business Development at CMC Pension Professionals, where she honed her expertise in advisor relations and business growth. She holds the Qualified 401(k) Sales Consultant (QKS) designation and is an active member of ASPPA, Women in Pensions Network (WiPN), WPBC–Orange County, and ProVisors, a national professional networking group. Amy brings a people-first mindset to every conversation and takes pride in being a go-to partner advisors can count on time and time again.