Amy’s role as Practice Manager is to deliver a positive experience for our clients. She helps to support and encourage clients who are in the on-boarding, implementation, and maintenance stages of the planning relationship.
Amy plays an active role in the following areas:
- Gather client financial information to develop and maintain financial plan
- Assets Under Management support
- Account withdrawals
- Setup and adjust systematic savings
- Client trade requests
- Quarterly investment reports
- Quarterly billing
Amy has been committed to making a difference and serving in the financial services industry for 10 years. Amy started here career with a large firm, associated with LPL Financial, where she developed into a para-planner and customer service specialist. In 2009 she joined AdvisorNet Financial, where she was able to assist in forming a registered investment advisory firm. Amy has played a critical role with getting One Life Financial Group’s RIA off the ground. Amy is extremely committed to our mission of connecting peoples dreams with their means. In fact, she recently informed Brian Lahr that she looks forward to bossing him around when he is in his mid-70s.
Amy grew up in southern Minnesota with her parents and two younger sisters. She attended Winona State University and later finished her college courses at a business college in Minneapolis. Amy and her husband Ryan live in western Minnesota along with their two daughters, Aubree & Ashlynn. They enjoy the summer months and all the outdoor activities you can think of. Amy and Ryan are avid motorcycle riders and enjoy long rides in the country side. Amy is passionately involved with the Cystic Fibrosis Foundation. Amy volunteers at event throughout the year and pours her heart into fundraising efforts in search for a cure. Amy also enjoys volunteering her time with Feed My Starving Children .