Amanda started her career with PWL in 2013 and became a licensed Investment Advisor two years later. She earned the Chartered Investment Manager (CIM) designation in 2020 and is on track to obtain the Certified Financial Planner designation in 2022.
Amanda’s passion is working closely with families to help them achieve their financial goals. Her clients have come to value her conscientious service, her attention to detail, and her warm and approachable style.
After hours, Amanda enjoys workout classes (including dance, yoga and barre), cooking, attending concerts, and trying new restaurants.