Amy Colwell

Amy Colwell is the Client Service Manager at Bernard Wealth Management. Amy has more than 15 years’ experience in financial and client services. She brings a wealth of expertise and knowledge in firm processes and procedures, prioritizing client needs, and financial management systems.

Amy graduated Magna Cum Laude from Purdue University with a Bachelor of Science in Business Administration and is currently working towards obtaining her FINRA Series 65 Securities License.

When not at work or enjoying the Rochester Falcons football games, Amy enjoys volunteering with various organizations throughout the community, reading, traveling, golfing, spending time with her 2 children and husband, and cuddling with her dogs, Elbee and Vivienne.