Amy started working at the firm in 2001 as an executive assistant to Jim Counter, the founder.  Amy chose to stay home with her children for a few years and later rejoined the firm in 2014 in the Wealth Services Department.  Amy provides sales support to the Financial Advisor as the Wealth Services Sales Assistant.  She supports and augments the sales and service efforts of the Wealth Services sales force.  She provides prompt, efficient high-quality service to clients while managing the onboarding and services timeline with the Personal Markets Advocate and Coordinator.  Amy is an active problem solver and is passionate about providing excellent support to our clients.  

She is a Registered Administrative Professional and has the Series 7 registration. 

Outside of work, Amy is an Ambassador for the Chamber of Commerce and lives in New Richmond with her four boys.  She enjoys traveling, cheering on her sons at their sporting events, volunteering in her community and spending time with friends and family. 

Strengths:  Includer, Futuristic, Restorative, Empathy, Harmony
Predictive Index Profile: Craftsman
If Amy Could Time Travel: "I'd love to be a teenager in the 1970's!"

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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