Amy has been advising clients through a fiduciary and investment management role since 1989.  Amy has an extensive background in trust and fiduciary services, as well as having been a senior investment advisor for a large regional accounting firm.  Amy joined Copper Harbor in 2016 having previously worked with Steve Hooyman at US Bank as well as Baker Tilly Investment Advisors.  Amy lives in Oshkosh with her husband David where they are very involved in the sailing community on Lake Winnebago.  Amy enjoys travel, biking, reading, and spending time with their three children Molly, Cabell (wife Megan), and Jack.

Experience

• Vice President and Trust Officer, US Bank, NA
• Senior Investment Advisor, Baker Tilly Investment Advisors LLC
• Family wealth planning, including gifting and estate planning strategies
• Financial planning, including retirement and cash flow analysis
• Portfolio customization to achieve long term planning goals

Education and Designations

• BA Finance, Miami University – Oxford, OH
• Certified Trust and Financial Advisor (CTFA)

Community Involvement

• Oshkosh Area United Way – Board Chair
• Oshkosh Area United Way Investment Committee
• Greater Oshkosh Economic Development Corporation – Revolving Loan Fund Committee
• Oshkosh Yacht Club – Treasurer
• Member Oshkosh Mid-Morning Kiwanis (Past President)
• Member Tempo Fox Valley (Past President)

Phone: (920)441-0268
Email: Amy Sitter