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


Amy Loomis
Administration and Client Service Manager
Capstone Wealth Management Group
United States, Oregon, Bend
About Me
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
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