Advisor profile


My approach

Amy Berk - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Amy Berk - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • University of Denver - MBA, 1997
  • University of Wisconsin - Madison, BA, 1983

Interests

I enjoy hanging out with my family and friends, staying active in the community, working out at the gym on a regular basis, walking my dog, Broghan, taking care of my cats that were once abandoned, watching the Green Bay Packers (born and raised in Green Bay, Wisconsin), taking up downhill skiing again, and playing golf with friends and family.

Community participation

  • Board Member - Denver Business Series supports alumni of the world's top leading MBA schools
  • Divine Feline volunteer caretaker for feral and abandoned kitties
  • Marketing Chair in 2018 for the 3rd Annual Jewish Golf Tournament (sponsored by B'nai B'rith, Staenberg-Loup Jewish Community Center and the Denver Jewish Chamber of Commerce)

Awards & recognition

  • Five Star Wealth Manager, 2014 - 2020

Professional associations

  • Jewish Chamber of Commerce

Previous experience

  • Oracle (Crystal Ball, former Decisioneering), Senior Account Manager, 1995 - 1997