I come from a family of financial advisors who have instilled the values of trust, authenticity, and accountability in me from an early age. I joined The Pacific Group because of our shared values and the constant support and loyalty this family has not only for their clients, but for one another.
Amy began her career at Northern Trust in 2017 where she worked in investment operations and as a fixed income trader. Her next move was to Brookfield Asset Management as a trade operations specialist. Through her experience in financial services, Amy developed strong creative problem-solving and analytical reasoning skills, and a holistic understanding of financial management. More importantly, she learned first-hand how rewarding it is to help her clients achieve their goals, which led her to pursue a career in wealth management with The Pacific Group in 2023. Her primary focus within the team is research and wealth planning, portfolio construction, and continuing the team’s multi-generational approach to wealth management.
Originally from Chicago, Amy moved to San Diego at age 11 with her family. In 2017, she graduated from DePauw University where she was a Management Fellow and received a Bachelor of Arts degree in Economics, with a minor in History. She served on the executive council of her sorority, Pi Beta Phi, and as captain of DePauw’s dance team.
Away from the office, Amy can be found making memories with her family, friends, fiancé – Brett, and their two French bull dogs – Kobe and Potato. She enjoys playing cards, traveling, and true crime documentaries.