our team

Amy White

Director, Client Service

Amy provides direct support to clients and advisors. With a career spanning more than 20 years in the financial services industry, she has extensive experience working with clients at all complexity levels, including ultra-high net worth. She is passionate about developing and maintaining long term personal relationships with clients and delivering an exceptional client experience.

Amy is a graduate of Youngstown State University, where she earned an A.A. in Business Management. She is also commissioned as a notary public in Ohio.

Along with her husband, Andrew, Amy lives in Jefferson, Ohio. She enjoys spending her free time with family, reading, and working on her family’s hobby farm.

Professional designations
Youngstown State University - A.A., Business Management
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