Amy Schiel

My Professional Approach

My client-first commitment to you starts with us getting to know each other to make sure we are a right fit for you, and you are a right fit for our practice. Once we feel we are a good fit, we will sit down and have an in-depth discussion around your financial goals, objectives and what is most important to you so I can fully understand who you are and what you want, not just what the next investment will be.

This will help us develop a personal, goal-based financial plan and strategy that you are comfortable and confident in. We will use this as the cornerstone of our discussions going forward to monitor progress, discuss changes and continually making sure we have the right pieces in place to execute on the plan so you can reach your goals.

My Background

I earned a Bachelor of Arts Degree in Business Administration from the University of Colorado at Boulder and a Master of Taxation from the University of Denver. When I am not working, I enjoy spending time with my husband Pete and my two sons JJ and Matthew. We are also very lucky to have close knit group of friends and family that are local that we see often. We love to spend as much time as we can outside, hiking, biking, spending time in the mountains, chasing our two boys around, playing tennis, watching our favorite sports teams and being active. We also love traveling to new places, especially ones with a great beach!

About Benjamin F. Edwards

Benjamin F. Edwards is a privately held full service, national wealth-management firm headquartered in St. Louis, Mo. Founded in 2008 by Benjamin F. (Tad) Edwards IV, Benjamin F. Edwards opened its first branch in 2009 and currently has 96 locations in 33 states, with more than 700 employees, and exceeding $40 billion in assets under management. A subsidiary of Benjamin Edwards, Inc., Benjamin F. Edwards is a full-service broker-dealer offering a wide array of investment management and investment banking services to its clients and advisors. In 2019, the firm launched a registered investment advisor (RIA), Edwards Wealth Management, which can appeal to advisors who want to be independent. For more information about Benjamin F. Edwards, please visit benjaminfedwards.com.