• Amy Kramer

    Compliance Manager


Amy seems to have a never-ending supply of energy. Her analytical mindset, vast and varied industry experience, and deep commitment to life-long learning make her an invaluable asset to our team. As Compliance Manager, the work she does allows our advisors to focus on providing our clients the best possible experience.


  • Series 65 Uniform Investment Adviser Law
  • MBA from the University of Iowa
  • BA in Business Administration from Coe College

Industry Experience:

  • Business and Finance Director; Two Rivers YMCA
  • Vice President, Operations; Poterack Capital Advisory, Inc.
  • Recruiter/Business Development; Waterstone Financial Group
  • Business Development Consultant; Pacific Select Group
  • Manager, American Fraternal Financial Services; Royal Neighbors of America
  • Operations Manager Eastern Iowa; Wells Fargo Investments
  • Relationship Manager; Fiserv Investor Services, Inc.
  • OSJ Branch Manager; Life Investors Financial Group, Inc.


Amy took the friend/client/colleague route to joining our Quad Cities Investment Group team. She and Laura met many years ago, formed a friendship, and in 2011 the Kramers became clients of our firm. In 2018, we finally convinced Amy to join our team as Support Specialist to our advisors.

Amy, her husband Bob, and their three children stay very active. Bob is a Captain with the Davenport Fire Department as well as a carpenter. He has been known to build some crazy-cool tree houses and is always thinking ahead to his next project. When Amy isn’t at the office, she can be found on a baseball or softball field, basketball court or at an indoor pool cheering on their two oldest children or at dance class with their youngest. The Kramers love to travel as a family when there is a break in activities. To date they have taken their kids to over 23 states and the US Virgin Islands. We can’t wait to hear where they go on their next adventure!

"The comfort level we experienced as clients caused me to want to do what I can to provide that level of comfort for others."