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Amy Gartner, CPA

Family Office Services Associate Director

Professional Experience

Amy currently serves the family office niche at Dean Dorton and helps manage a platform of services to meet client needs that include both Dean Dorton services as well as other professional services relationships (legal, insurance, brokerage, etc.). Before joining Dean Dorton, Amy was a co-founder of a local family office where she served as the Finance and Operations Director.

Amy has more than 20 years of family office experience serving multi-generational families helping them preserve family wealth, meet their philanthropic and civil goals, and establish financial and accounting functions through best practices. Amy’s background includes accounting, tax, and business consulting for small businesses.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Arts in Accounting, Bellarmine University, Louisville, KY

Contact

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