Compliance Consulting Services for State and SEC Registered Investment Advisors

Amy Saxner
Director of Business Development and Operations
Amy Saxner is the Director of Business Development and Operations and a crucial member of the Polaris team. Her primary responsibilities include managing the proposal and billing processes, overseeing day-to-day operations, and assisting with the onboarding of new Registered Investment Advisors (RIAs). With over 14 years of experience in the financial services industry, Amy brings a wealth of knowledge and expertise to her role.
Before joining the investment industry, Amy achieved success in various other sectors, including real estate, investment, hospitality, and retail industries. Her diverse background gives her a well-rounded perspective and enables her to excel in her current position.
Originally from Kentucky, Amy currently resides in Jensen Beach, Florida, with her husband and Golden Retriever named Wrigley. She has a passion for outdoor activities, cooking, and home design projects. Additionally, Amy cherishes spending quality time with her family and enjoys weekend getaways to unwind and relax.
404-736-6212
