Amy Stahl, CWS^®, CEPA™

VP, Private Client Advisor

Amy brings a wealth of expertise in trust and estate planning, investment management and financial strategy to her role as Private Client Advisor. A Certified Wealth Strategist (CWS) and Certified Exit Planning Advisor, she advises clients in Oregon, Southwest Washington and Idaho.

Amy holds a bachelor’s degree from the University of Oregon and a master’s degree from George Fox University. For the past eight years, she has served as a Wealth Strategist in Private Banking and now specializes in tailoring investment strategies and financial planning for a broader client base, with a focus on business owners, succession planning and healthcare workers.

Clients appreciate her compassion, creativity, accountability and excellent follow-up. Amy enjoys building teams of subject matter experts to guide clients and is dedicated to building comprehensive plans for their financial futures.