Amanda is a Financial Advisor who specializes in helping business owners design and manage employer-sponsored retirement plans that support talent recruitment, employee retention, and overall business success.
She also works with individuals and families to navigate investment decisions, retirement transitions, and long-term financial planning with clarity and confidence. Amanda helps clients organize their finances, make informed investment choices, and build strategies that support major life goals while avoiding common mistakes.
With an entrepreneurial background, Amanda understands the operational and financial pressures business owners face. She provides practical, solution focused guidance that simplifies complex decisions and aligns financial strategies with each client's broader life and goals.
Amanda holds FINRA Series 7 and Series 66 registrations and is currently pursuing advanced professional designations. Outside of work, she enjoys gardening, exploring nature with her Beagle Magnolia, traveling, and discovering new foods.