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Amy Kaase

Amy Kaase

Client Operations Director

Amy Kaase is the Operations Director at Wehring Wealth Management. A member of the team since 2009, she handles all the firm's investment operations, opening new accounts, routing investment paperwork, and addressing clients' needs on a daily basis.

Additionally, she works closely with Charlene and individual clients to develop their financial plans. She enjoys managing the many aspects of the firm and helping clients understand the process and advantages of a tax-smart financial strategy.

Amy holds securities licenses 7, 63, and 66 through her affiliation with broker dealer Avantax Wealth ManagementSM, as well as life, accident, and health insurance licenses. A lifelong resident of Bellville, she enjoys cooking, reading, and spending time with her family.