Amy Sachs is a Director and Partner at Steward Partners. Amy has over 30 years of experience in the financial services industry as a Financial Advisor and Wealth Manager.

Prior to joining Steward Partners, Amy was a Vice President at Morgan Stanley and a Financial Advisor at Legg Mason. She started her career as a Financial Advisor with Shearson Lehman and became a CERTIFIED FINANCIAL PLANNER™ professional since 2002.

Amy is a native of Norfolk, VA. and a Graduate of the University of Virginia. She has lived in the Washington D.C. area for over 35 years. Amy is married to Bruce Kershner, and they have 2 adult children, Zoe and Max.

Amy has been involved with various committees and charities within the community. In her spare time, she enjoys spending time with her family and friends and traveling.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

In his role as Wealth Manager with Barberis Wealth Management, Steve will focus on comprehensive financial planning, retirement planning, investment management and providing an exceptional client experience.

With his thirty years of industry knowledge Steve strives to empower our families to achieve financial security and live their best lives.

Steve is a native of Ridgewood, NJ and a graduate of Mt. St. Mary’s University where he received his Bachelor of Arts in Political Science and History.  He has lived in the Washington, DC area for the last 29 years.  Steve and his wife Pam have four children – Megan, Erin, Kaitlin & Will.  Both Megan and Erin are graduates of Loyola University.  Megan attends Boston College Graduate School and Erin will be attending University of Maryland Medical School in the Fall of 2023.  Kaitlin & Will are in high school and enjoy field hockey, lacrosse, swimming, and baseball.  Steve is an active supporter of the Jimmy Fund (Boston, MA) for the past 12 years.  He enjoys spending time with his family and friends, reading, watching his kids play sports and coaching his son’s basketball team.

Lily’s main role will be to oversee the administrative needs of the families we serve.

Lily brings a strong academic background, earning her Bachelor of Arts in Global Studies and Spanish from Loyola University Maryland before completing her Master of Science at King’s College London. With a passion for global perspectives, she has lived in both Spain and London, enriching her appreciation for different cultures.

Beyond her professional expertise, Lily enjoys traveling, reading, cooking, and attending concerts. She also loves spending time with family, friends, and her dog, Finn.