Amy Sitter 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.

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

Community Involvement

Oshkosh Area United Way – Past Board Chair, Investment Committee

Greater Oshkosh Economic Development (GO-EDC) - Revolving Loan Fund Committee

Oshkosh Mid-Morning Kiwanis - Foundation Board

Tempo Fox Valley – Member

Oshkosh Yacht Club - Treasurer

Phone: (920)441-0268

Email: Amy Sitter