Amy Minear

INVESTMENT OPERATIONS SPECIALIST

Where did you grow up?

Roseville, MN

What was your first job?

Working in our family business, Rose Galleries (auction house)

When did you join the NOFG team?

August of 2022

What are you primary responsibilities at NOFG?

New account opening and servicing existing accounts.  Money movement such as transfers, RMDs, QCDs as well as maintaining compliance requirements for client accounts.

What do you enjoy most about your role/work?

Interacting with clients as well as problem solving and project management.

What do clients seem to appreciate most about you?

Attention to detail and timely, detailed communication.

Have you ever won an award? If so, what was it for?

Investment in Education Award for my community involvement and fundraising efforts in the Centennial School District

How do you spend your time away from the office? 

I spend most of my time with by husband and two daughters.  We like to travel; we’ve visited all 50 states and would love to plan some trips abroad soon.

Do you have a favorite…sports team, show, movie or book?

Favorite Broadway show is Hamilton.  We have season tickets to the Broadway on Hennepin each year and really enjoy the chance to enjoy the Arts!

Amy's Values
Integrity
Stability
Confidence
Generosity
Meaningful Work
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Our Team

Keith Berg
PARTNER/SENIOR WEALTH ADVISOR - CFP®, BFA™, FIC
Luke Schneider Headshot
Luke Schneider
PARTNER/SENIOR WEALTH ADVISOR - CFP®, BFA™, FIC
Connor Chesnut
Director of Portfolio Management - CFA®
Mark Chamoun
ASSOCIATE ADVISOR - CSLP®
Melissa Montgomery Headshot
Melissa Webb
DIRECTOR OF OPERATIONS
Andy Jolivette
DIRECTOR OF ALIGNMENT
Bennett Anderson
FINANCIAL PARAPLANNER
Caitlin Cowing
ADMINISTRATIVE PROFESSIONAL