Amy LeBeck, MSFP

Amy joined Trott Brook Financial in March of 2019 as a Planning Specialist.  She assists the team in preparing financial plans and reports and provides on-going support to clients.  Amy’s Bachelor’s degree is in Human Services and she spent several years serving Minnesota families as a county social worker.  In 2016, Amy decided to pursue her long-time passion for personal finance.  She went back to school and in 2018 earned a Masters in Financial Planning from South Dakota State University.  She is currently studying to attain the Certified Financial Planner (CFP®) designation in the fields of tax, insurance, investments, retirement and estate planning.  She has spent the last year providing planning support to financial advisors.  Amy thoroughly enjoys financial planning and the role it plays in helping people achieve their personal goals.

Amy and her husband Nate reside in Sartell.  They have four children Bronwyn, Preston, Patton, and Jackson.  Their children are all very active in sports, so they spend a lot of their time in hockey arenas and baseball fields.  They enjoy being outside as much as possible in the warm months and spend the winters skiing or skating on the neighborhood pond.  Besides spending time with her friends and family, Amy loves travelling, history, podcasts, and music.  She particularly enjoys a good road trip, especially if it ends in Williamsburg, VA; Savannah, GA; or the Black Hills in South Dakota.