Our team

Amy oversees the personal trust offering and administration services for ultra-high net worth individuals and families.  She focuses on orchestrating the delivery of customized trust solutions to clients and implementing strategic initiatives to expand trust services.  She joined the organization in 2017 and has over 23 years of experience in the financial services industry.


A lawyer admitted to the bar for Indiana and the Southern District of the US District Court of Indiana, Amy received her Juris Doctor from the University of Dayton School of Law and her Bachelor of Arts degree from Franklin College. 


She has served on the boards of the Indiana Repertory Theatre, Treasurer; and the Ronald McDonald House of Indiana, Governance Chair.  She was also a member of professional advisory councils for the Indianapolis Art Museum, Indianapolis Children’s Museum and Central Indiana Community Foundation.