Background
Amanda is a Chartered Retirement Planning Counselor, CRPC® with over eight years of experience in the financial services industry. She is passionate about helping her clients feel confident and supported in their financial journey, making finance feel approachable and empowering. Amanda specializes in retirement planning, investment management, and comprehensive financial planning tailored to each of her client’s unique needs and goals. By prioritizing meaningful long-term relationships, Amanda seeks to gain a deep understanding of what matters most to provide clear, thoughtful, and strategic guidance that evolve through the different life stages. She is known for her warm demeanor and friendly approach, and believes that empathetic listening is the key to delivering financial advice that is both effective and meaningful.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
When she’s not helping clients build their financial futures, Amanda enjoys spending time with her niece, listening to music, and volunteering with local charities. Her positive energy and people-first mindset carry through in every aspect of her life and work.