Experience & Expertise

Amanda serves as Associate Director & Team Lead for the Private Client Service team. She works alongside financial advisors to implement their plans and strategies for both new and existing clients. She is dedicated to providing a positive and individualized experience for all prospects and clients, catering to their unique needs. She considers herself a continual learner and appreciates the amount of growth and education her role provides her. Prior to financial services, Amanda worked as a sales manager.

Get Better Acquainted With Amanda

Favorite Thing About Working With Clients

“I genuinely love our clients. Over the years I have formed so many close relationships with them. When you have those close bonds, being able to help them with so many important decisions and celebrate significant milestones in their life is the best!”

My Philosophy On Client Service

“Our office motto in Lancaster is, ‘Everything Speaks’. Meaning, that every aspect of the client experience really does matter. I take that to heart, striving to make sure that every interaction, big or small, is done with the intention and purpose.”