Amy L. Enderlein
Amy Enderlein excels in building strong client relationships, complex problem solving, and delivering proactive service, guiding clients through challenging life transitions. She oversees client operations and portfolio accounting at the Twin Cities office.
With over 30 years of experience in financial services, Amy is dedicated to fostering client relationships while assisting with cash flow requirements, Donor Advised Funds, and collaborating with custodians, accountants, attorneys, and external investment groups to ensure top-tier client service. Amy has obtained the Retirement Income Certified Professional Designation® (RICP®) from the American College of Financial Services to enhance her ability to serve her clients effectively. As a founding member of Stillwater Investment Management, LLC, Amy held the position of Chief Operations Officer, where her responsibilities included portfolio accounting, billing, client reporting, trade order management, and addressing client service needs. In 2023, Dakota Wealth acquired Stillwater Investment Management.
Before her tenure at Stillwater Investment Management, Amy worked as Manager of Operations at Windsor Financial Group and as an Account Administrator for Investment Advisors Inc.
She earned her Bachelor of Arts degree in Business Management with the highest honors from Bethel University. In her free time, Amy enjoys family moments and hiking in the mountains with her family.
