Indianapolis, IN (July 24, 2025) Bristal Lane Group, the tax and consulting arm of Thurston Capital’s family of companies, is pleased to announce that Amie Shields has joined the firm as Transitions Director. In this newly created role, Amie will lead the design and execution of a seamless onboarding experience for financial advisors transitioning to its affiliated wealth management platforms.
Shields brings nearly three decades of experience in the financial services industry, with a focus on advisor transitions, operational efficiency, and relationship management. Most recently, she served at TradePMR, where she played a pivotal role in developing the firm’s RIA onboarding workflows. Over her six-year tenure at TradePMR, more than 70 RIAs totaling $26 billion in assets were transitioned, helping the firm grow its assets under management.
“Amie’s experience in transition strategy and execution is unmatched in my opinion,” said Matt Reynolds, President and CFO of Bristal Lane. “Her advisor-first mindset and operational rigor will be instrumental as we continue to expand capabilities in support of our growing national advisor community.”
Prior to her work at TradePMR, Shields held roles in middle markets institutional bond trading and sales operations. Her multifaceted industry experience should allow her to navigate the complexity of advisor transitions with precision, empathy, and speed.
This appointment supports the broader mission of Thurston Capital and its affiliated companies, including Bristal Lane Group, TruEdge Asset Management, Thurston Springer Financial, Thurston Springer Advisors, PEAK Brokerage Services, Blackridge Asset Management, Top Advisors Group, and RIA Services Exchange™—to deliver an integrated, multi-disciplinary platform designed to empower advisors with the tools, services, and flexibility to grow their businesses.
“Joining Bristal Lane and the Thurston Capital family feels like a natural evolution in my career,” said Shields. “I’m excited to build an onboarding experience that reflects the entrepreneurial spirit of the advisors we serve and the thoughtful support system this platform represents.”