Amy Kaase, Investment Advisor Representative
Amy began working in the financial services industry in 2009 when she joined the Wehring Wealth Management Team, and she has worked closely with Charlene Wehring assisting her and being mentored by her since then. Her licenses include the Series 7 - General Securities Representative Examination, the Series 63 - Uniform Securities Agent State Law Exam, the Series 66 - Uniform Combined State Law Exam and her Insurance License. Amy loves connecting with clients, and she aims to deliver a personalized experience by understanding her clients' values and goals and coaching them to make choices that align with those values and goals. Amy worked in an assistant and operations role with the firm until 2023, when she made the switch to work more closely with clients in an advisor capacity.
Amy was born and raised in Bellville, TX where she still resides with her husband, Chris, and son, Mason. She has two children: Morgan, 23 and Mason, 20. Amy and Chris have been married for 26 years. Amy loves being a part of the Bellville community and having the privilege of serving her community through wealth planning and opportunities. In her free time, Amy enjoys being with family, reading, learning new things, and having a great time with her friends.