CoverProfile

Amy Loomis

Administration and Client Service Manager

Capstone Wealth Management Group

United States, Oregon, Bend

About Me

Amy has over 25 years of education and experience in Business Administration, Customer Service, Human Resource Development and Accounts Management. Amy’s professional attributes include: dedicated commitment to client service, strong work ethic, time management, organization and endless energy. She understands the importance and value of not only strong client relations but also team work. Amy is a native Oregonian, she moved to Bend in 1994 from Roseburg, Oregon. Amy is active in volunteering and serving the Bend community. She has a passion for reading, volunteering, good movies with a big bowl of popcorn and being outdoors. Amy considers herself blessed and to have been happily married

View more

Profile Information

Administration and Client Service Manager

Capstone Wealth Management Group

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bend

Oregon

United States

Aug 6, 2025

Work Experience

Capstone Wealth Management Group

Administration and Client Service Manager
Email: amy@capstonewmg.com

More profiles to browse

MC
Mike Conrads
Owner and Principal
KS
Kevin Serrapede
Investment Advisor Representative, Chief Compliance Officer
LG
Loren Gard
Investment Advisor Representative

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC