About Brightline
Grow with Thrifty
Happy Customers
Sales Calls
Team members
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.

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.