With over 10 years in financial operations and client services, Amanda is committed to supporting clients and advisors in every step of their financial journey. She enjoys communicating with clients, addressing their needs, and providing guidance and reassurance with a white-glove touch.

Amanda earned her bachelor’s degree in Business Administration with a concentration in Finance from California State University, Fullerton. Outside of work, she loves spoiling her Australian Shepherd, Chocolate Chip, and cooking for family and friends.