Amy Brunson, MBA

Director of Operations

I enjoy working in a team environment that is filled with trust and respect.”

With over a decade of operational experience in the financial industry, Amy brings a well-rounded point of view to the firm. Overseeing all firm level operations, she works with the CCO and staff to ensure consistent workflow and a positive work environment. As a member of the management team, she is involved in the development of new procedures and the implementation of firm initiatives.

Amy grew up in a small town north of Birmingham. She attended Auburn University and later UAB where she obtained her MBA. She and her husband, Lane, have one daughter, Lily. They are both wine enthusiasts and self-proclaimed foodies.