Strategic Partner, Capital CS Group, LLC - Director of Marketing
As a Marketing Director, Amy is committed to providing clarity, confidence, and advice necessary to plan for comprehensive management of your family’s wealth over generations. She brings over 20 years’ experience in the financial service field.
Amy began her career as a receptionist at Smith Barney in 1999 and was promoted to a Client Service Associate in 2000. She worked closely with a team who transitioned to Wachovia in 2006. As an integral part of her team’s success, Amy was promoted to a Senior Registered Client Service Associate with Morgan Stanley in 2008.
As a testament to her hard work, she strengthens our client relationships. Amy brings confidence to our clients, allowing them the peace of mind in knowing their financial professional serves as a true partner in their financial futures.
A strong contributor to the community, Amy is on the leadership board for Orange County/Inland Empire chapter of the Leukemia and Lymphoma Society. She also aids and mentors candidates participating in the Leukemia and Lymphoma Society’s Man/Woman of the year program. Amy enjoys spending time with her husband, Ryan, and sons Luca and Callen.