Amanda is our ‘Director of First Impressions’ and Wealth Management Associate. Amanda joined our team in January of 2015, working as an intern 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 Finance with a minor in Mathematics from Georgian Court University in Lakewood, NJ. Since then, she became a full-time employee, with a wide 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.