Amanda serves as a Wealth Manager, working closely with her clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Amanda covers all aspects of professional wealth management.
With over 10 years of experience in the financial planning and investment industry, Amanda offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a Portfolio Manager and Wealth Planner at a national investment advisory firm. Amanda was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research.
Amanda received her bachelor’s degree in Business Administration from the University of Missouri-Kansas City. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Amanda and her husband Jon enjoy traveling, reading, serving in their community and church, and spending time with their children; Samuel, Hayden and Audrey.