Amy Pongratz brings over 25 years of experience in the financial services industry to her role as Branch Administrative Manager. She holds a robust set of credentials, including Series 4, 7, 9, 10, 63, 65, Health & Life Insurance licenses, and the Accredited Asset Management Specialist℠ (AAMS®) designation. Her deep expertise supports both clients and advisors with operational excellence and regulatory insight.
Amy earned her Bachelor of Science in Business Management from the University of Phoenix and previously served as Branch Manager for Kendrick Wealth Management, where she led branch operations and advisor support with a strong focus on service and compliance.
Outside of her professional life, Amy is actively involved with the Rio Salado Vizsla Club (RSVC.net), where she formerly served on the Board of Directors. She continues to support club members by helping train their dogs for hunting and serves as an AKC Hunt Test Judge, combining her love for dogs and the outdoors with a commitment to community engagement.