Amy Erkenbrack
Lakeville
Summary
Dynamic operations and finance leader excelling in retirement planning and client relationship management. Expert in strategic execution and financial analysis, delivering tailored solutions that enhance client satisfaction. Committed to fostering high-performance to clients and optimizing workflows for exceptional service delivery.
Organized and dependable, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Director of Operations
Legacy Wealth Advisors of Thrivent
03.2024 - 11.2025
- Collaborated with the lead wealth financial advisor and supervised daily business activities in accordance with business objectives.
- Supported and implemented tailored retirement strategies for pre-retiree clients by analyzing defined contribution, defined benefit, PERA, MSRP, and ESOP plans, and executing a plan for retirement income.
- Assisted clients in understanding employer-provided retirement benefits along with retirement distribution strategies and taxation of benefits.
- Delivered strategic and best practice initiatives to elevate the client experience through customized communication and support.
- Trained and guided team members to maintain high productivity and performance metrics.
- Conducted regular employee reviews and provided constructive feedback to ensure the team felt supported, informed, and aligned with goals.
- Mentored and coached team members to foster a productive and engaging work environment.
Financial Advisor
Thrivent
07.2014 - 03.2024
- Analyzed complex financial needs of clients and developed tailored strategies to meet their financial goals and objectives.
- Educated clients on various financial matters and retirement decisions. Provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs and goals.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings and to provide tax-efficient income distribution strategies.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Collaborated with legal and tax professionals to offer comprehensive financial planning services.
Home Mortgage Consultant
Edwards Jones Mortgage
03.2011 - 03.2013
- Assisted clients with obtaining financing for a new home purchase or refinancing their existing loan..
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Assessed client's financial data to determine loan suitability.
- Explained different types of loans pertaining to client situations.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Developed strong referral network through exceptional service quality and relationship building efforts.
Home Mortgage Consultant
Wells Fargo Home Mortgage
05.2006 - 03.2011
- Assisted clients in all 50 states with obtaining financing for a new home purchase or refinancing their existing loan.
- Advised clients on specialized topics in home financing based on eligible programs available.
- Collaborated with and facilitated communication between borrowers and loan processors to maximize loan efficiency and adhere to closing schedules.
- Enhanced customer satisfaction by providing tailored mortgage solutions to fit individual needs.
- Utilized CRM tools to manage client information effectively while staying organized amid high work volumes.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Education
Bachelor of Science - Economics And Applied Business
University of Minnesota - Twin Cities
Minneapolis, MNSkills
- Retirement planning
- Strategic planning and execution
- Client relationship management
- Financial analysis
- Investment strategies
- Customer service excellence
- Workflow optimization
Affiliations
- Rotary International, Lakeville, MN 2018-2024 (Board Member 2020)
- Lakeville Chamber of Commerce, Lakeville, MN 2019-2024 (former Board of Director Chair)
- Lakeville Pan-O-Prog, Lakeville, MN 2022-2024 (former Board Member)
Certification
Series 7 and 66 Licenses
Life and Health Insurance Licenses
RICP - Retirement Income Certified Professional
Timeline
Director of Operations
Legacy Wealth Advisors of Thrivent
03.2024 - 11.2025
Financial Advisor
Thrivent
07.2014 - 03.2024
Home Mortgage Consultant
Edwards Jones Mortgage
03.2011 - 03.2013
Home Mortgage Consultant
Wells Fargo Home Mortgage
05.2006 - 03.2011
Bachelor of Science - Economics And Applied Business
University of Minnesota - Twin Cities