Amanda works closely with advisors and clients, building financial projections and identifying other financial planning strategies. Amanda’s favorite part of her job is providing educated, unbiased planning advice to clients. She thrives on forming relationships and places a special focus on helping others understand how to use money for a bigger purpose. She loves the service attitude that is so prominent at SYM.
Bachelor of Science in financial planning and counseling – Purdue University, West Lafayette, IN
Masters of Science in Personal Financial Planning – College for Financial Planning, Denver, CO
CERTIFIED FINANCIAL PLANNER™
Side walker, Morning Dove Therapeutic Riding Center
Win-to-Win Mentor, CFP Board
Team Lead, Traders Point Christian Church
Amanda’s Words to Live By
Learning to Do, Doing to Learn, Earning to Live, Living to Serve
Outside of working at SYM, Amanda enjoys spending time with her daughter and her husband. You may find them biking, gardening or cooking together.