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the personal side of Amy
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Amy Cruz
Business Operations Associate, RJFS

Amy joined the Crux Wealth Advisors team in 2020 as our Business Operations Associate. Her role spans across our organization as she plays a crucial part in supporting our clients and advisors. Her responsibilities include daily interactions with prospective and current clients to uphold clear and efficient communication, maintenance of accounts, and ensuring that processes are followed and enhanced for maximum efficiency. Amy also coordinates internal operational support from assistance with transitions when new advisors or teams join Crux, coordination of registrations, continuing education, and licensing of our branch personnel.

The passion Amy has for her career stems from the relationships she has established with clients. She enjoys getting to know others, seeing them through various points in their lives, and contributing to their positive experience with our team to work and achieve their goals. Amy is committed to delivering exceptional customer service and has previous experience in operations, strengthening our team to consistently provide valuable and meaningful experiences for our clients. She understands that the operations that occur behind the scenes are crucial to the success of our clients and advisors, which is why she maintains high standards when it comes to her meticulous organization skills, clear communication, and the ability to multitask.

Before joining our team, Amy worked at the headquarters of a small community bank for seven years. She gained valuable experience in the Accounting and IT departments, giving her a broader scope of operations and the many functions involved in the financial industry. Amy received her Associate of Arts degree from Edmonds Community College, and she looks forward to taking more classes to continue her education.

Amy Cruz

I am a native of Washington and will always have a close connection to the area I grew up in because of the strong ties I have with my family and friends. For me, family is always my number one priority, and I am so lucky to be surrounded by mine – most even living in the same neighborhood. My husband, Travis, and I keep incredibly busy with our three fantastic children, Dakotah, Beckett and Harper. Between sports commitments and other activities, we seem to be always on the go as a party of five.

When we get a break from the relentless pace of our daily lives, we love to travel. Whether that's close to our home to find local treasures, a bit further for a family road trip and camping, or flying to a destination we've never been before, our family always looks forward to our adventures together and making memories through travel and new experiences.

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