About
Amy partners with clients, taking an individualized, plan- led approach to wealth management which helps her clients make informed decisions. She takes time to understand her clients’ financial goals and stage of life before making investment recommendations and builds tailored portfolios that integrate investments, tax strategies, and estate planning.
Before joining Wealth Enhancement, Amy spent 15 years in the international art market, including serving as Assistant Vice President at Sotheby’s in New York. There, she managed high-value appraisals and collection strategies, working closely with estate attorneys and major financial institutions.
Today, Amy brings that same meticulous attention to detail, client-first mindset, and calm problem-solving to her financial practice. She is based in Northeast Portland, Oregon. Outside of work, Amy is an active school volunteer and outdoor enthusiast who enjoys hiking, skiing, painting, and visiting the Portland Art Museum with her two sons.
Education
- BA – Economics, Pomona College
- MA – Sotheby’s Institute of Art, London
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation