Amy joined M Benefit Solutions in 2007. With over two decades of financial services industry experience, Amy manages the Client Administration department and plays a key role in client relationship management as well as services delivered to our bank, credit union, and corporate clients. Her passion for efficiency and commitment to implementing streamlined processes and providing excellence in customer service are at the forefront of everything she does.
Prior to joining us, Amy was an Operations Specialist for a multinational financial services firm.
Amy has a BBA in Finance from the University of Wisconsin-Whitewater. She is a licensed Insurance Producer and has FINRA Series 7 and 66 securities registrations with M Holdings Securities, Inc.