Cedar Hill Wealth Management

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Relationship Managers

Amy Bergren

Amy Bergren, CFP®, CPWA®

Managing Director

Amy manages relationships for the firm’s high net worth clients. She provides comprehensive financial advice and solutions to business owners and other high net worth individuals and their families. This includes establishing and monitoring appropriate asset allocations on investment portfolios, cash flow planning, balance sheet maximization strategies, and coordinating professional advice in areas such as estate planning and business succession. Amy began her career in commercial banking at National City Bank in Ohio, and then joined MB Financial Bank’s wealth management group as a client advisor in 2010 after spending ten years in wealth management at JPMorgan Chase in Chicago. She is currently a Managing Director at Cedar Hill and a Wealth Management Advisor with Fifth Third Bank.

Amy earned her Bachelor's degree from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor (CPWA®).


Chris Mosbarger, CPWA®

Managing Director

Chris manages relationships for business owners and high net worth individuals in order to help them achieve their financial goals. Additionally, he assists clients with estate and financial planning, asset management, retirement solutions and business succession planning. He works closely with clients by listening to their needs, establishing a plan of action and executing that plan. Prior to joining Cedar Hill, Chris was a Senior Vice President with Lake Forest Bank and Trust. He is currently a Managing Director at Cedar Hill and a Wealth Management Advisor with Fifth Third Bank.

Chris earned his Bachelor of Arts in Political Science from Lawrence University and his MBA with an emphasis in finance from Northwestern University’s Kellogg School of Management. He is also a Certified Private Wealth Advisor (CPWA®).


Julie Stamper

Managing Director

Julie manages relationships for high net worth individuals, particularly business owners and their families. She is focused on providing comprehensive financial strategies for all of her clients and works closely with them to gain an understanding of their financial goals and unique circumstances. Additionally, Julie works with the portfolio management team to construct an appropriate portfolio to maximize the potential for achieving her client's goals. Prior to joining Cedar Hill, Julie held positions with J.P. Morgan and Bank One Corporation. She is currently a Managing Director at Cedar Hill and a Wealth Management Advisor with Fifth Third Bank.

Julie earned her Bachelor's in Marketing/Management/Economics from the University of St. Francis.

Designations
The Chartered Financial Analyst (CFA®) designation is an international professional certification offered by the CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA® charterholder candidates must pass each of three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA® charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.

Certified Financial Planner Board of Standards Inc. (CFP®) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Investment Counselor (CIC) is a professional designation for CFAs who work as investment advisers. In order to qualify as a CIC, one must first become a Chartered Financial Analyst, have at least five years of work experience as an investment adviser or a similar field, and work at a member firm of the Investment Adviser Association.

The Certified Private Wealth Advisor (CPWA®) credential is an advanced certification developed by Investment Management Consultants Association® (IMCA®). The CPWA® program was created specifically for financial advisors who work with high net worth clients on the life cycle of wealth: accumulation, preservation, and distribution. To be entitled to the designation, a professional must meet education, examination, experience, and ethics requirements.

Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.