Amy Lautenbach serves as the Branch Office Manager, communicating regularly with Vision Financial clients on a multitude of administrative matters, executing portfolio trades, and managing various business systems and processes. Amy holds her Series 6 and 63 licenses, and can provide Vision Financial clients with another source of knowledgeable answers to frequently-asked administrative questions. Amy’s goal is to serve clients so well that they are eager to refer us to others.
Amy’s service-oriented efforts endear her to those she helps, and produce smooth-running operational systems that benefit investors directly, and allow Vision Financial advisors to focus primarily on the client.
Outside business hours, Amy is active in her church, enjoys reading, cooking and being outdoors with her husband and two kids watching them play sports, swimming in their pool, at the campground or in the woods.