Our Team

Amy Conley

COO, CWS®

Amy serves as the firm’s Chief Operations Officer and Compliance Officer. She also serves as an integral member of our Investment Committee assisting in the development of the company’s overall investment strategies.

A member of the team since 1995, she ensures that the firm’s activities are compliant with all industry and regulatory compliance standards. She is also responsible for managing the day-to-day operations of the firm.

She graduated from Wright State University in Dayton, Ohio, with a degree in financial services. She also obtained her Certified Wealth Strategist® certification and continues to lead discussions and participate in ongoing education forums on wealth management issues.

“What I like about my job and this industry is how we help people,” Amy explains. “We work hard, providing superior service to help people meet their financial goals so they can live a comfortable life—I like knowing we make a difference.”

In her free time, she is an avid runner, gardener and traveler.

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