Amanda joined our team in January of 2015, working as an intern during tax season & while finishing her degree. She continued to work part-time during the school year, gaining more experience in the financial industry and learning our business’ culture.
In 2017, Amanda earned her bachelor’s degree in Business Administration with a concentration in Finance & a minor in Mathematics from Georgian Court University in Lakewood, NJ. Since then, she became a full-time employee, with a range of responsibilities, from planning our annual Client Appreciation Events, preparing tax returns and servicing our wealth management clients. Amanda is currently pursuing her SIE & Series 7 securities license. In her free time, she enjoys spending time with her family, riding her horse and staying active.