About

Amanda has over 25 years of experience in Finance serving clients, families and small businesses.  Clients of Amanda really appreciate the time she takes with them to plan for their financial achievements and understand their purpose of investing. This enables her clients to accomplish their financial goals and reach milestones that they are proud of. 

I have over 25 years of experience in Finance and help my clients, both individuals and small businesses, navigate financial markets, to achieve their pre-retirement and retirement goals and build wealth. I host monthly breakfast market and economic seminars, and various quarterly topic seminars. I look forward to working with YOU and your loved ones.