Amanda Luebstorff has recently joined Tompkins Financial Advisors as a Wealth Management Associate. She is based in the Sully’s Trail office in Pittsford, N.Y.
In her new role, Luebstorff works closely with senior wealth advisors, providing clients with ongoing support and delivering an unrivaled client experience. This includes the preparation of performance reports, account maintenance and day-to-day client service, as well as processing new business.
“We’re pleased to welcome Amanda to our growing Western New York team,” says Jim Sperry, Senior Vice President and Managing Director. “Her experience in the financial services industry will be a tremendous asset to our clients.”
She previously served as the executive assistant to senior leadership at the Genesee Valley Trust Company, and most recently CNB Wealth Management. Her scope of responsibilities included preparation, coordination, and administrative efforts to support monthly Board of Directors and Trust Committee meetings, coordination and construction of requests for proposals, as well as client service and special events.
Luebstorff graduated from Alfred State College with an associates degree in liberal arts, and continued her studies at the University at Buffalo in communication design. She serves as vice president of Brantling Ski Racing Association and is an active member of the Whitridge Homeowners Association board of directors and the Fairport Alpine Ski Team Booster Club. A native of Rhode Island, she currently resides in Fairport with her two children.