Amanda is a Client Service Associate located in the Dallas office and works closely with client specialists, portfolio managers and senior financial advisors to meet the daily needs of our clients. In her role, she assists with the onboarding of clients, account support services and maintenance, distributions and reporting.
She is passionate about building relationships with people and believes financial planning services is a great opportunity to have an impact.
Upon graduation from Texas A&M, Amanda earned her Bachelors of Science in Agricultural Economics and minored in Business and Financial Planning.
A Texas native, she is often found fishing with her niece at her family’s east Texas ranch and supporting her Texas Aggies. Amanda is active in her church, enjoys traveling and being with her family and friends.