Client Service Manager
As Client Service Manager for our Seattle office, Amy works closely with our Seattle advisors to ensure excellence in all we do. This includes executing client service requests as well as organizing and coordinating client meetings, celebrations and events.
Amy brings nearly 20 years of industry experience to ASI. Prior to joining our team, she worked as a Relationship Manager at Westgate Capital Consultants serving both private wealth and retirement plan clients. Amy began her career at Russell Investments, where she spent 16 years working with financial advisors in various positions including Client Services and Events. She earned her Bachelor of Arts degree in Business Administration from the University of Washington and holds her Series 7 and 66 securities licenses.
When not at work, Amy is devoted to spending quality time with her husband and two young boys. Her family loves camping and boating with friends, riding bikes and just enjoying the beauty of the Pacific Northwest. Amy loves to travel to sunny destinations during our rainy season; Maui is her favorite so far!