AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success.

We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services.

AMG serves over 1,200 clients across the U.S. from 8 offices.

Banking

Health Insurance

Investment Management

AMG National Trust

Sheryl Bollinger

Richard Austin

Mavis McKenley

Kevin Bervik

Brett Spillman

Juliana Doan

Emily Musser

Tom Chesney

Chris Jacoby

Cade Strieby

William Hnatik

Emile R.

Douglas Meckelnburg

The Financial Analysis Team at AMG National Trust plays a crucial role in evaluating and interpreting financial data to support strategic decision-making. This team conducts in-depth financial analyses, creates detailed models, assesses investment opportunities, and provides insights on both corporate finance and private equity. Their expertise helps optimize the firm's wealth management strategies, ensuring clients receive informed recommendations that align with their long-term financial goals.

Financial Analysis Team

Leadership Team

Loan Operations Team

Financial Analysis Team

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Other teams at AMG National Trust

Leadership Team

Leadership Team

Loan Operations Team