Amber L. Grundman

Amber L. Grundman

Client Services Director

After being a stay at home mom for ten years, I entered the financial services industry in 2007.  Over the next decade, I learned a great deal about the industry while working for 4 different broker dealers in various capacities, including most recently, as an Investment Advisor Representative with Principal Financial Group and Retirement Services Specialist with Charles Schwab.  Enthusiastic about education, I have continued my own to receive a Bachelor of Science degree in Business Administration and Management, and Life and Health Insurance licensing. I am securities registered, holding my Series 7 with LPL Financial and 66 with LPL and Stratos Wealth Partners

I relocated to Scottsdale, Arizona in 2017 after calling Southeastern Wisconsin home my whole life.  My two younger children moved with me while my two older children remained in Wisconsin.  I love the sunshine, the warmth and the desert while my teenage daughter Sadie loves the competitive dance opportunities and proximity to Los Angeles and Las Vegas.  My son Zane has become an avid mountain climber and is attending ASU for Mechanical Engineering.  My older daughter Phoebe, her fiancé and my two granddogs like the cold – crazy kids!  They’re in the process of moving closer to the Twin Cities, Minnesota.  My older son Nicklaus is an aspiring chef in Madison, Wisconsin.  I have some hope that he may head out west in the near future.

The organizational and problem-solving skills I learned as a mother of four are very valuable in operations and client services, and it turns out this is where my professional passion lies.  I pride myself on providing exceptional service to both advisors and clients and making sure the behind-the-scenes details of financial planning are precisely implemented in an expeditious and seamless manner.  I am very happy to have found a home here at Barton Spector Wealth Strategies and am thoroughly enjoying my co-workers and getting to know the individuals and families we serve.

When I am not at work or with my kids, you’ll find me walking my three rescue dogs.  I also have two rescue cats, a betta fish, and a zebra snail.  I grew up on a licensed game farm with a wide variety of native and stocked animals, farm animals and pets.  I like to recreate my own little farm wherever I go and support animal welfare and conservation causes.

 

https://www.nationalnotary.org/

Member of the National Notary Association and commissioned in the State of Arizona as a Notary Public. 

LPL Financial, Stratos Wealth Partners and Barton Spector Wealth Strategies do not provide notary services. National Notary Association is not  affiliated  with, nor endorsed by any entity names. 

Phone (480) 409-5924