About
Amy provides direct support to clients and advisors. With a career spanning more than 20 years in the financial services industry, she has extensive experience working with clients at all complexity levels, including ultra-high net worth. She is passionate about developing and maintaining long term personal relationships with clients and delivering an exceptional client experience.
Amy is a graduate of Youngstown State University, where she earned an A.A. in Business Management. She is also commissioned as a notary public in Ohio.
Along with her husband, Andrew, Amy lives in Jefferson, Ohio. She enjoys spending her free time with family, reading, and working on her family’s hobby farm.
Education
Youngstown State University
A.A., Business Management
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting