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Senior Wealth Planning Consultant
BMO Private Bank
Amy provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. She joined BMO Private Bank in 2015 with nearly 15 years of experience in the financial services industry.
Amy earned a BA and an MS in Accounting from Ball State University in Muncie, Indiana. She is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Public Accountant. Prior to joining BMO U.S. Bank, Amy spent 11 years in public accounting. Amy provided service in the area of tax compliance and tax and estate planning.
Amy resides in Plainfield, IL with her husband. She is an active participant with the American Institute of Certified Public Accountants and the Boys and Girls Club.