Amy Ellingson

Executive Assistant
503.414.7698
amy.ellingson@mfin.com

Amy Ellingson joined M Wealth as an Executive Assistant in January 2010.  In this position, she provides colleagues, clients and Member Firm advisors with administrative and operational support for M Wealth’s wealth management products and services.  She brings over 12 years of financial industry experience along with expertise in client service and office administration.

Previously, Amy worked in Operations for M Holdings Securities.  In her role as a Case Specialist, she helped to refine operational procedures and account processing in eCase.  Prior to joining M Financial Group, Amy worked in Private Client Services for Deutsche Bank AG in New York and Philadelphia.

Amy graduated with a B.A. in Humanities from the University of Colorado at Boulder and holds FINRA Series 7 and 63 licenses.