Amy Klepadlo, CTFA, brings a strong financial background and a detail-oriented approach to her work as a Senior Associate at WE Trust Company. Since joining the firm, she has developed extensive experience in fiduciary trust administration, with a focus on managing complex trust accounts, tracking trust assets, and maintaining clear and thoughtful communication with beneficiaries.

Amy earned her Certified Trust and Fiduciary Advisor (CTFA) designation in December 2024, reflecting her deep knowledge of trust administration, fiduciary principles, and client service. Prior to joining WE Trust, she spent nine years in the retail banking industry, most recently as an Assistant Branch Manager at U.S. Bank.

Born in Taiwan and raised in Washington State, Amy is fluent in Mandarin Chinese. Outside of work, she enjoys spending time with her husband, Peter, and their two young daughters, and traveling as a family whenever possible.