Amy is responsible for administration and implementation of bill pay services for our family office clients. She also helps with clients’ cash management, fraud protection monitoring and philanthropic giving such as making contributions or gifting of stocks or mutual funds. Assisting with producing financial statements, she also helps monitor the tax impact of transactions. Working closely with the entire Argos Family Office team, she works on a variety of special projects to serve each individual family’s needs.
Previously, Amy worked as an accountant and office manager for a security firm and a hobby machine shop.
Amy received her B.S. in Accounting from University of Phoenix, St. Louis, Missouri.