Amy Churchwell Executive Assistant

Amy plays a key role in keeping the team prepared. She enjoys managing tasks and preparing materials for meetings, which frees up her teammates to focus on serving clients. Her goal is to help every day run smoothly and efficiently.

Amy brings a wealth of experience from the financial industry to her role. Her previous positions include portfolio manager associate at Bank of America Private Bank and an investment services analyst at a national investment firm. This background has given her a deep understanding of financial solutions and customer service, skills she has honed over time through dedicated training and hands-on experience.

After vacationing at the Lake of the Ozarks in 2019, Amy and her husband, Donald, decided to make it their permanent home. The move from California to Gravois Mills, Missouri, has allowed them to enjoy the lake life and distinct seasons, while bringing them closer to family. In her free time, Amy enjoys boating, kayaking, reading and exploring her creative side through arts and crafts.