Amy has extensive experience in trust and estate administration, as well as assisting clients with sophisticated estate planning techniques. She spent 12 years working in Columbia and Jefferson City focusing on estate planning and plan administration and serving in various legal capacities for her clients. She served as plan administrator for a large estate and pension firm for more than three years, managing fiduciary relationships. She also served as in-house legal counsel and senior vice president/director of legal services for Missouri REALTORS.
Amy’s duties with Central Trust include trust administration, estate settlement and management, handling investment accounts and managing Individual Retirement Accounts. She also works with clients with extensive real estate holdings, unusual and sophisticated tax situations and multi-family generations. She uses her legal background to manage accounts in accordance with trust documents, applicable legal requirements and company compliance guidelines.
Education & Certifications
- Juris Doctor, University of Missouri – Columbia Law School
- Bachelor of Business Administration, Columbia College
- Certified Trust & Financial Advisor (CTFA)
- ABA Graduate Trust School – Graduated with honors
Interests & Activities
Amy was appointed to the board of directors of Services for Independent Living in the spring of 2014 and currently serves as treasurer. Appointed in December of 2016, she serves on the board for the Boone County Historical Society. She also sits on the board of directors for the Millersburg Fire Protection District.
Away from work, Amy and her husband like to camp and fly. Amy also enjoys working in her yard.