Amy is a Client Service Associate and joined the team in 2018. She has over 25 years of experience in the financial services and private banking industry. Prior to joining our practice, Amy spent the previous 7 years as a Senior Client Associate at Wells Fargo Private Bank in South Bend Indiana. Her responsibilities included financial compliance to servicing the portfolios of Legacy Private Bank clients. Additionally, Amy was the liaison with the Wealth Management team for the high net worth client’s fiduciary banking and lending needs, although she now no longer directly offers these services.

Amy adds enhanced operational value to the many facets of the client experience with a friendly and knowledgeable hands-on and dedicated approach to our client’s needs. She resides in our Mishawaka Indiana office, servicing our large Indiana market, and serves as a lead Client Service Associate to all of our client’s daily transactional and administrative needs. She supports our team in focusing on meeting all of our client’s goals in the most detailed way.

Amy is a lifetime resident of Indiana, and is an avid gardener and enjoys her strict regimen of daily workout time.