Amy-Underhill
 

 

amy-underhill

Amy is the Manager of Operations and Compliance for Generations Wealth Management (GWM). In addition to providing exemplary service to our clients, Amy oversees the operations of the firm, ensures compliance with the securities and insurance regulatory agencies and coordinates GWM’s marketing and client events. She’s worked in the Des Moines banking community since 1999 and is a graduate of Buena Vista University.

For nearly two decades, Amy has excelled at providing the highest level of service to high-net-worth clients. She joined GWM from Bankers Trust, where she was a supervisor in their Trust division. Prior to that, she was a Senior Banking Associate at Wells Fargo Private Bank for 12 years. It was at this time that she obtained her Financial Paraplanner Qualified Professional™ designation. 

When Amy isn’t in the office, she enjoys spending time with her husband and their son and daughter. The Underhills enjoy camping at the many wonderful state and county parks that Iowa has to offer, boating with family in Clear Lake and cheering on the University of Iowa Hawkeyes.