Amanda is a Financial Advisor. Get to know Amanda.

At SYM

With over a decade of experience in the financial industry, Amanda works closely with clients indentifying and implementing financial strategies. Amanda’s favorite part of her job is providing educated, unbiased planning advice. 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

Win-to-Win Mentor, CFP Board

Team Lead, Traders Point Christian Church

Strategic Alliance Council Member
Purdue University – College of Health and Human Sciences

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.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life.  To have SYM Financial Advisors Indianapolis work for you call 800-888-7968 or email info@sym.com.