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105 South Mathews
P.O. Box 26
Bellville, TX 77418

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Wehring Wealth Management

(979) 865-5959

 
Amy Kaase

Amy Kaase

Client Services Manager

Amy Kaase is the Client Services Manager at Wehring Wealth Management. A member of the team since 2009, she handles all of the firm’s operations, assisting Charlene in mutual fund screening, placing trades, managing client portfolios, routing investment paperwork, and addressing clients’ needs on a daily basis. Additionally, she also handles the firm’s marketing. She enjoys managing the many aspects of the firm and helping clients understand the process as they develop a financial strategy.

Previously, Amy worked in human resources and was a stay-at-home mom for 10 years. She holds securities licenses 7, 63 and 66 through her affiliation with HD Vest, as well as the life, accident, and health insurance licenses. A lifelong Bellville resident, she enjoys cooking, singing for her church, spending time with her husband, Chris, and their two children.