Amanda delivers quality administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy a dedicated and focused client experience.
Amanda also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in reviewing accounts. She holds Series 7, 24 and 66 securities licenses and life and health insurance licenses.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds and assisting clients with account-related questions.
Originally from Winnebago, Illinois, Amanda lives in Howard, Wisconsin, with her husband, John, and their three children.