Amanda’s passion for financial planning began with a personal experience that shaped the way she serves her clients today. After unexpectedly losing her father at a young age, Amanda saw firsthand the uncertainty that can come with a major life transition and the importance of having trusted financial guidance. Watching a financial advisor support her family and help her mother navigate that difficult time inspired Amanda to provide the same clarity, confidence, and support to others.
Today, Amanda works with individuals and families to help them navigate investment decisions, retirement transitions, and long-term financial planning. She believes financial planning is about more than numbers; it is about understanding each client’s goals, providing thoughtful guidance, and creating strategies that help people feel confident about their future.
With an entrepreneurial background, Amanda also understands the challenges business owners face when balancing growth, employees, and long-term financial goals. She specializes in designing and managing employer-sponsored retirement plans that help businesses attract and retain talent while creating meaningful benefits for their employees.
Outside of work, she enjoys gardening, exploring nature with her beagle, Magnolia, traveling, and discovering new recipes.
Registrations, Certifications, Licenses:
- FINRA Series 7 (General Securities Representative)
- FINRA Series 66 (Uniform Investment Adviser)
- Life, Health & Annuity License