Amy Pongratz originally joined Kendrick Wealth Management as a client service associate, working closely with clients on all aspects of account administration and banking services. Since earning her Accredited Asset Management Specialist® designation through The College for Financial Planning, Amy's role has grown along with the firm. She is now serving clients as a Wealth Advisor Associate while working closely with Noah and the investment policy committee on investment strategy, securities trading, and specialized wealth planning for high-net-worth clients.
Amy earned her Bachelor of Science degree in business management from the University of Phoenix and has gained extensive experience working in the financial services industry. Along with her AAMS® Certification, Amy has earned her Series 7, 4, 8, 63, and 65 securities licenses and is a registered options principal.
When not in the office, Amy enjoys traveling and exploring all that Arizona offers, often on horseback. She loves animals, especially her Vizsla dogs, donating her time working with the local Rio Salado Vizsla Club as a member of the board of directors. She also enjoys sharing her love of baking by making amazing cookies to share with family and friends. Amy resides in the Cave Creek area with her husband Randy, a third-generation Arizona native.
Raymond James is not affiliated with the above organizations and/or charitable causes.
A published profile on Noah Kendrick
and Kendrick Wealth Management