Phone: 800-888-5164 ext: 238


Amy Bloom

Investment Adviser Representative, Client Service Manager

Amy Bloom has been an integral part of Bloom Financial since 1996, diligently working alongside her spouse and colleague, Mitchell, to ensure that all clients receive exemplary service.

With a hands-on role in managing operations, Amy oversees new account processing, asset transfers, and provides comprehensive client support. Whether it’s scheduling appointments or resolving inquiries related to statements, withdrawals, required minimum distributions, or account documentation, Amy is the go-to expert, committed to facilitating prompt and effective responses for every client.

Born and raised in Boulder, Colorado, Amy graduated from the University of Colorado, Boulder, and joined Bloom Financial immediately after her graduation. Her expertise spans daily operations, back-office support, and client services. Amy lives in Westminster with Mitch, and they are the proud parents of two children. Passionate about her hobbies, she enjoys cooking, quilting, skiing, running and embracing the cultural offerings at the Denver Performing Arts Center.