About Brightline

Business Statistics

Grow with Thrifty

219 +

Happy Customers

6500 H

Sales Calls

100 +

Team members

3000 K

Global Revenue

Operational leadership for advisory firms

Brightline Support was built to help financial advisors create stable, scalable operations
without managing employees or duct-taping systems together.

This isn’t virtual assistance.

It’s operational ownership and follow-through.

Amy Foley Headshot

Led by Amy Foley

 

I work exclusively with financial advisory firms, supporting the systems, workflows, and operational rhythms that keep practices running smoothly.

My background is in operations, process design, and execution, not coaching or consulting. I work alongside advisors to clean up what’s messy, fix what’s broken, and build operations they can trust.

 

 

Brightline is a good fit if:

✅ You want clean systems that stay  clean

✅ You're ready to grow without chaos

✅ You don't want to manage an employee

✅ You value structure and follow-through

Brightline is NOT a good fit if:

❌ You want someone to help with compliance or investment advice

❌  You prefer everything informal and undocumented

❌  You're only looking for reactive task work

Start with the Operations Reset

If operations are holding your firm back, the Reset is the first step.