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Amy Pongratz originally joined Kendrick Wealth Management as a client service associate, working closely with clients on all aspects of account administration and banking services. Since earning her Accredited Asset Management Specialist™® designation through The College for Financial Planning, Amy's role has grown along with the firm. She is now serving clients as a wealth advisor associate while working closely with Noah and the investment policy committee on investment strategy, securities trading and specialized wealth planning for high-net-worth clients.
Amy earned her Bachelor of Science degree in business management from the University of Phoenix and has gained extensive experience working in the financial services industry. Along with her AAMS™ Certification, Amy has earned her Series 7, 4, 8, 63 and 65 securities licenses and is a registered options principal.
When not in the office, Amy enjoys traveling and exploring all that Arizona offers, often on horseback. She loves animals, especially her Vizsla dogs, donating her time working with the local Rio Salado Vizsla Club as a member of the board of directors. She also enjoys sharing her love of baking by making amazing cookies to share with family and friends. Amy resides in the Cave Creek area with her husband Randy, a third-generation Arizona native.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Physical Address:
36600 North Pima Road, Suite 104
Carefree, AZ 85377
USPS Mailing Address:
P.O. Box 797
Carefree, AZ 85377
Kendrick Wealth Management, Gilberg Private Wealth, Sunstone Wealth Management and Larsen Wealth Management are separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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