Trader and Paraplanner
Amber excels as a trader and paraplanner at our firm, as she gets to combine her love for helping people with her aptitude for solving problems. Her responsibilities include setting up and managing client accounts, overseeing account feeds, making trades, and moving money.
Amber joined our firm in 2018 after graduating from Westmont College with a B.A. in economics and business. She likes the daily challenge of providing the best experience possible for each of our clients and building relationships in the process.
Outside of work, Amber enjoys sketching and stays active running, swimming, and playing sports. In fact, she played soccer for 16 years and was the goalkeeper for Westmont Women’s Soccer.
Education and Designations
B.A., Economics and Business, Westmont College