Amy Stahl

Amy Stahl (SantaMaria), CWS®, has a diverse work experience. Amy began their career at KeyBank in 2010 as a Licensed Relationship Manager. Amy then moved on to become a Branch Manager and later a Mortgage Loan Officer. In 2015, they joined Key Private Bank as a Wealth Liaison before transitioning to their current role as a Wealth Strategist, Vice President at Umpqua Bank in 2017.

Amy Stahl (SantaMaria), CWS®, holds a Master of Business Administration (MBA) degree from George Fox University, which they obtained from 2014 to 2015. Prior to that, they completed their Bachelor's of Science in Business Administration from the University of Oregon, where they studied from 2005 to 2010. Amy also had a brief educational experience in 2008 at CIMBA, focusing on Business Administration and Management. In addition to their formal education, Amy has obtained certifications as a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute in 2021 and as a Certified Wealth Strategist from the Cannon Financial Institute in 2018.