As Wisconsin Market Leader, Amy leads a team of wealth management professionals who are responsible for providing clients with a range of services, including Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Amy brings nearly 20 years of Financial Services Expertise to her role.
Prior to joining U.S. Bank Private Wealth Management, Amy worked as the Chief Administrative Officer, Head of Client Experience, and Women & Wealth Program Manager at BMO Wealth Management. Her professional background includes all aspects of business and sales strategy with a focus on developing and leading high performing teams to grow businesses and deliver exceptional client experiences.
An active member of her community, Amy is a member of the Board of Directors for the United Performing Arts Fund (UPAF) and Milestones Programs for Children, serves on the Marketing Committee for SecureFutures, is a Trustee for the Greater Milwaukee Foundation and is a member of TEMPO Milwaukee. She is also a small group confirmation leader at Fox Point Lutheran Church.
Amy resides in Bayside. When she is not at work, she enjoys reading, cooking, yoga and spending time with her family at their cabin in Central Wisconsin.