Amy Gierak, CFP®
Associate Director, Private Wealth Client Services
Amy Gierak is a Associate Director, Private Wealth Client Services responsible for managing the day-to-day of service request and financial planning needs of clients. She is passionate about helping preserve and grow family wealth in a manner that achieves the client’s family goals.
Prior to joining Cresset, Amy gained extensive experience in implementing system solutions for manufacturing companies. Her 30 years of business experience includes solving problems and identifying business process improvements in a wide range of environments. She joined Evanston Advisors as a Client Service Advisor in 2015 and regularly assists Wealth Advisors with financial plans, as well as developing plans for her own clients.
Amy has obtained CFP® certification, the FINRA Series 65 license and is a member of the Financial Planning Association. She graduated with a BS in Mechanical Engineering from the University of Michigan-Dearborn, with Distinction, and completed her financial planning coursework at the Center for Professional Education at Boston University.