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Amber Paulsen, ChFC®
Director of Business Growth & Development, CWA Operations Manager, RJFS

Amber joined Crux Wealth Advisors in 2021 as the Director of Business Growth & Development, CWA, and Operations Manager, RJFS based out of our Rochester, NY office. Her strength in identifying teams and top talent relies on a solid foundation of research and analysis to recognize new business and expansion opportunities. In her role, she oversees the implementation and optimization of key business initiatives, as she leads our organization through the financial management acquisition and team development processes.

Amber brings the essential leadership needed to realize achievement in advisor business development and growth strategies for our team. Her previous experience, industry knowledge and leadership, talent development, and compliance background are invaluable as our team continues to expand across the United States within portfolio acquisition and client wealth growth. She firmly believes that it’s possible to achieve anything in life utilizing strategic, quantitative and measurable execution plans. Amber has a passion for building and growing high-performing teams, and a personal commitment for helping others to reach success. She enjoys sharing the many benefits that proper financial planning can do through the help and guidance of a supportive team. 

Before joining Crux Wealth Advisors, Amber was with Key Investment Services, developing her interests in financial wealth management. She began her career as a Senior Licensed Administrative Assistant. She progressed to OSJ Assistant Principal, where she relied heavily on her experience with compliance rules and regulations before leading in her role as Market Sales Leader, SVP. Amber coached and mentored a team of financial advisors as a top regional gross revenue contributor to Key Investments. She has earned the Chartered Financial Consultant designation, and she has plans to continue her education to attain additional industry designations through the American College of Financial Services.

Amber Paulsen

I have spent most of my life in Rochester, NY, where I have also raised my son, Steven. My family and friends are vital to me, and I love to take adventures with them, especially when it includes the outdoors. We enjoy going camping, fishing, and hiking. One of my favorite trips was kayaking 75 miles for seven days up the Withlacoochee River in Florida and camping on the riverbank throughout the trip.

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