Amy Weideman, the Director of Client Experience for Consilio Wealth Advisors.

Amy Weideman

CLF®
Director of Team + Client Success

Amy entered the finance sector in 2002 and became part of Consilio Wealth Advisors in 2014.

As the Director of Team + Client Success, she orchestrates client meetings, learning events, marketing efforts, and actively manages team operations to enhance the overall client experience.

She holds a B.A. in History from Oregon State University and CLF designation from The American College of Financial Services.

Amy’s interests include spending time with her family, event planning, and travel.