About Amy
Serving the Oak Brook area, Amy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Amy works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Amy has 18+ years of banking experience, starting as a teller in high school at First National Bank of Chicago Heights. After graduating college Amy began her career in a leadership development program with American Chartered Bank (ACB). Upon completion, she spent much of her time at ACB in the Corporate Finance Department as a Financial Analyst during which time she completed her MBA. In 2016, ACB was acquired by MB Financial where Amy was able to pursue her CFP studies and become a Private Banker in the Wealth Management Group. Amy completed her CFP certification in 2018.
In 2019, Fifth Third Bank acquired MB Financial and Amy was brought on in her current role as a Private Banker. Amy is thankful for the additional capabilities and resources provided by a larger institution to her clients. The Bank has a strong emphasis on leading with planning which allows for robust conversations, better understanding of expectations and greater opportunity to meet long-term financial goals.
In 2019, Fifth Third Bank acquired MB Financial and Amy was brought on in her current role as a Private Banker. Amy is thankful for the additional capabilities and resources provided by a larger institution to her clients. The Bank has a strong emphasis on leading with planning which allows for robust conversations, better understanding of expectations and greater opportunity to meet long-term financial goals.
Personal Background
Amy has been a lifelong resident of the Chicagoland suburbs. Amy and her husband Dan live in the Western suburb of Willowbrook, Illinois, about five miles south of Oak Brook. When they aren't too busy with work they enjoy spending time with family, outdoor activities and fishing.
Education
Augustana College, Undergraduate Degree in Finance and Business Management, 2006 Completed Study Abroad Program - Asia Term Fall 2004
DePaul University, Kellstadt School of Business, MBA in Finance and Finance & Real Estate Investments, Cum Laude 2013
DePaul University, Kellstadt School of Business, MBA in Finance and Finance & Real Estate Investments, Cum Laude 2013
Licenses & Professional Designations
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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