Introducing Our Newest Team Member: Amy Rosa
As Client Service Manager at Toberman Becker Wealth, Amy creates a seamless, personalized experience for every client. She manages the behind-the-scenes details so advisors can focus on what matters most: guiding clients through life’s biggest financial decisions. Through proactive communication and attentive service, she helps ensure clients feel informed, supported, and prepared for every step of their financial journey.
Throughout Amy’s career, she’s helped people break down complex concepts into cohesive processes. She began as an educator before moving into in-house marketing for a small business. She later joined Microsoft, where she oversaw internal technical content for Microsoft Advertising and its suite of products, then served as a project lead and digital marketing strategist—sharpening her ability to translate technical material into clear, useful content for a wide range of audiences. Today, she draws on that experience to help clients navigate the wealth management process with the same clarity and peace of mind.
Amy holds a B.A. in Communication Studies and Elementary Education from Marquette University and an M.A. in Education from North Park University.
As a wife and mother of three daughters (and three dachshunds), Amy understands what’s at stake when planning for a family’s future. Outside of work, she enjoys recreating dishes inspired by Top Chef, taking long bike rides, and preserving family memories through handmade scrapbooks.
Education
B.A., Communication Studies and Elementary Education — Marquette University
- Cum Laude
- National Dean’s List
- Honors Program; Dean’s List
- Alpha Sigma Nu: National Jesuit Honors Society
- Lambda Pi Eta: College of Communications Honor Society
M.A., Education — North Park University
- Honors with Distinction
- ESL Endorsement
Community Leadership
- National Girl Scouts of America
- Feed My Starving Children
“We believe great client service isn’t just about answering questions, but about anticipating needs before they arise. Our goal is for every client to feel like they’re our only client, no matter how many relationships we’re managing.”
About Toberman Becker Wealth
Toberman Becker Wealth is a fee-only, independent financial advisory firm. The firm does not earn commissions or sell investment or insurance products. Compensation comes solely from client fees, which helps reduce potential conflicts of interest and supports objective, advice-driven planning. The firm’s structure is designed to prioritize transparency, accountability, and long-term coordination with each client’s financial goals.
Our #1 goal is to help you grow your wealth—so you can enjoy the freedom you've earned.
- FEE-ONLY. FIDUCIARY. ALIGNED
As fee-only fiduciaries, our advice is always guided by your best interests. - PERSONALIZED PLAN
We tailor your plan to your goals, values, time horizon, and the future you want to build.
- BALANCED DECISIONS
We help you make financial decisions that fit your life today without losing sight of the future. - MONITORED & ADJUSTED
A strong plan weathers market fluctuations, and we update it as your goals evolve.
Tell us your goals.
We’ll help you build the plan to get there.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.