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Amy Ricker

Amy Ricker

Client Services Specialist

I am a Client Services Specialist at Congruent Wealth, where I handle a range of responsibilities, including accurately generating all account paperwork for prospects and clients. I collaborate closely with advisors on complex requests and ensure seamless communication with clients and financial firms regarding account transfers and new account processes.

My journey began at Northwest Missouri State University before embarking on a fulfilling career path in finance. I am deeply motivated by the opportunity to assist individuals in planning for their futures and take great pride in offering tailored solutions to address their financial challenges.

With over 16 years of experience in the financial services industry, I previously worked at Barber Financial Group before it was acquired by Modern Wealth Management in September 2008. In September 2020, I transitioned to the administrative side of the financial industry as a Client Services Assistant.

Outside of work, I find joy in remodeling my house, delving into captivating thrillers, and exploring new destinations with my husband Mark. Together, we are blessed with six children: Collin, Logan, Emma, Devin, Anna, and Mason. Their vibrant energy and our shared adventures bring balance and fulfillment to my life.