Amanda strives to provide the best client experience for those she encounters. She is passionate about helping and investing in others.
At Wealth Advisors Group, Amanda is our front desk operations associate. In this role she is responsible for client coordination as Wealth Advisors Group’s first point of contact. In this role she provides support to our clients by managing all office calendars, account maintenance and keeping client information up to date. Additionally, she works on imaging and the archiving of confidential documents.
Amanda is a graduate of Purdue University, West Lafayette, Indiana with a bachelor’s degree in Organizational Leadership and a minor in Communications. Amanda has several years of experience working in client services. Prior to joining Wealth Advisors Group, she was a Financial Services Representative at Charles Schwab. She continues to expand her knowledge in the financial field and is always working to learn more.
Amanda loves spending time with her family and friends. She also has a big passion for traveling and seeing new places. Her favorite hobbies are reading, hiking, being outdoors at the lake and staying active.