Amanda’s role as Client Associate is to be a point of contact for clients providing detailed attention to efficient account maintenance. Her routine duties include setting up new accounts, facilitating paperwork, executing bank functions and ACH requests.
She has worked in the investment industry since November 2018 getting back into the workforce after being a stay-at-home mom for many years and raising three children. Prior to that she worked in the banking industry - mostly small community banks. She believes in strong client relationships and strives to create a warm and inviting connection with clients dedicating herself to understanding the individual wants and needs of each client.
Amanda is a Kansas City native and currently lives in Adrian, MO with her husband, Russ, and two sons still living at home. Amanda enjoys spending time with her family and friends and planning family trips to explore new travel destinations.
