Amy Koch

Amy joined Duncan Williams Asset Management in 2024, bringing a wealth of experience that perfectly complements DWAM's client-focused strategy. She has a strong track record of helping Plan Sponsors and Administrators manage plans efficiently and compliantly, focusing extensively on increasing plan participation and contributions. Amy graduated from Christian Brothers University with a BS in Business Administration. She has developed extensive experience guiding a diverse group of corporate retirement plans throughout her career, ensuring they meet compliance standards and operate efficiently. Known for her dedication and personal approach, Amy excels in building strong relationships with clients, helping them achieve their financial goals. She offers expert advice on retirement planning, allowing plan participants to make informed decisions to increase their participation and contributions. Amy's excellence in the field has been recognized by the National Association of Plan Advisors' 2015 MVP List of Top Women Advisors and AdvisorHub's Women Advisors to Watch in 2021 and 2023.