Director of Marketing
Amy joined Bordeaux Wealth Advisors in 2021 as the firm’s Director of Marketing. Her primary focus is to share Bordeaux’s story and value proposition since our model differs vastly from that of traditional investment advisors and wirehouses. Her purpose is to educate others about the depth and breadth of our services so they can make a more educated decision and select an advisor that fits their needs. Additionally, she ensures that our clients can access interesting and insightful financial topics to grow their investment understanding and guide planning.
Amy’s varied background includes market research, and data and analytics as well as retention marketing. Most recently, she led the marketing team at an award-winning, Seattle area accounting firm – positioning the $26 million business for a successful sale to a national, public company.
She graduated from Washington State University with a B.A. degree in English Literature, magna cum laude and Phi Beta Kappa, as well as an M.B.A.
Amy was born and raised in Pullman, WA., home of Washington State University, where both of her parents taught. She currently resides in the Fairwood neighborhood of Renton, WA with her daughter. In her free time, she enjoys all things Northwest, including skiing, hiking, grunge music and of course the coffee!