Meet Amy
As the Client Operations Manager, I serve as the primary coordinator for all client service operations. My responsibilities include managing the account opening process for new clients, processing client disbursement requests, and calculating and documenting Required Minimum Distributions. I also take great pride in supporting the SRQ Wealth team with a variety of initiatives that enhance efficiency and ensure an exceptional client experience.
With more than 35 years of experience across the educational, financial, and philanthropic sectors, I bring a diverse professional background and a strong commitment to client service and operational excellence.
Outside the office, I enjoy spending time with my five adult children, who live throughout Florida, and am hoping will make me a Grammy soon. I’m also passionate about fitness, tennis, murder/suspense novels, and photography. My cats, Loki and Millie provide constant entertainment and companionship. A lifelong sports enthusiast, I enjoy following both NFL and NCAA football—cheering on the Packers, Badgers, and Seminoles and my bucket list item is to attend either a Wimbledon or US Open tournament.