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.
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™
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
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 firstname.lastname@example.org.