Client Services Specialist
Whether helping to create an initial plan, or simply answering a question about an old transaction, Amanda loves to be her clients’ expert. Amanda gained her wealth of financial operations experience thanks to more than 15 years in the financial services, insurance, and banking industries, where she came to value the ability to form close relationships with her clients.
Amanda holds an Ohio Life Insurance License and Security Industry Essentials Certification. She loves traveling, life at the lake and living in Vermillion. She’s also passionate about health and fitness and is a certified yoga teacher. She and her husband, Justin, have an Alaskan Malamute “doghter” named Moon.