Amanda is a Senior Financial Planner. Get to know Amanda.

At SYM

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.

Credentials

Purdue University

Bachelor of Science in financial planning and counseling – Purdue University, West Lafayette, IN

College for Financial Planning

Masters of Science in Personal Financial Planning – College for Financial Planning, Denver, CO

CERTIFIED FINANCIAL PLANNER™

Community

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

(FFA Motto)

Personal Pursuits

Outside of working at SYM, Amanda enjoys spending time with her daughter and her husband. You may find them biking, gardening or cooking together.