Amy Gresswell, Client Operations Associate
Amy has built a career out of taking care of people. With a hospitality industry background, Amy understands the importance and value of providing the best service possible. She is the first smiling face you see in our office and he friendly voice you hear when you call. Amy manages our day to day operations and keeps the office running. As a lifelong learner, Amy’s goal is to get her securities licenses within the next 2 years. When she’s not in the office, Amy enjoys spending time with her family, traveling, and of course, baking.
What did you want to be when you grew up?
I aspired to be a bakery/small café owner. Baking has always been a huge part of my life. In my spare time you'll find me baking cookies, cupcakes and cakes for weddings, birthday parties, bridal/baby showers and holiday parties.
Memorable Money Moment:
When I was 5 or 6 years old, I wanted to open a lemonade stand. I remember it was not summer and the weather was bad but I was determined. At the end of the day I had made $90 and treated my family to ice cream.
Email: agresswell@shelgrenfinancial.com