Amy L. Sunderland
Client Service Executive, CTS, CES
As the manager of the administrative side of our business, I handle the paperwork and processing of every aspect of your investment portfolio. From establishing new accounts, transferring assets, setting up retirement distributions and placing trades to funding a new trust and everything in between, I’m your resource.
I truly care that our clients feel heard, respected and that when it comes to getting the job done, they know they can count on me. I have an eye for managing the fine details without losing site of the big picture and deliver professional results with a healthy dose of compassion and humanity.
One of my favorite things to do when I’m not at work is to create beautiful environments. Give me a can of paint, a couple of power tools and a car full of raw building materials, and I am a very happy camper. Or, just put me in the garden with my kitties for a few hours on a sunny Saturday.