Amanda’s top priorities are helping run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues. Amanda ensures smooth day-to-day office operations and promotes high standards for our firm and clients by working with the entire team to develop process and track the elements of our total client experience.
Amanda graduated from Alfred State College in 2006 with a degree in personal financial planning. She has over fifteen years of experience in the financial services industry; working previously for a local broker dealer. In her free time, she enjoys spending time with her husband, Steve and two children, Parker and Carleigh. Parker has joined the travel baseball journey and Carleigh continues to explore baseball, soccer and karate. When sports allow to do so, Amanda and her family enjoy summers by the pool and beach vacations.