Amanda Moonen

Retirement Planner

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Amanda knows financial security isn’t just a personal achievement; it’s also an achievement for those you love. She became a retirement planner to help clients secure their dream of financial security in retirement and for generations to come.

This hardworking, tenacious and reliable retirement planner loves Lima’s small-town feel and being part of a team with a larger purpose. She is a graduate of the University of Toledo, where she earned a bachelor’s degree in business management.

Outside of the office, she enjoys cooking (fun fact: she has an associate’s degree in culinary arts), and loves spending time with her family, spouse Kyle and children Norah, Palmer and Fallon.

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