Wealth Advisor

Amanda is a Wealth Advisor and the Head of Retirement Planning at Financial Insights. Amanda joined the financial industry in 2009. Her earlier experiences in the private client sector allowed her to realize her career passion. Her greatest satisfaction is financial education and helping clients navigate major life changes with smart financial decisions. Amanda works with teachers, state & local government employees (including the public safety industry, PERS, TRS, and LEOFF 2 pension plans), and military families. She has enjoyed assisting her clients throughout all phases of life, and serving them as if they were family. She believes the key to a successful client relationship is upholding transparency and confidentiality. She looks forward to working with and serving her new South Sound community.

Amanda is married to her husband, Richard, and they moved to Gig Harbor after having their daughter in 2018. They have two young children and many deer who enjoy eating their landscaping.

How Amanda views her role as a Wealth Advisor:

I am honored to be the person my clients contact during their most impactful life events; marriage, divorce, career change, retirement, relocation, birth, death, and everything in between. There aren’t many life decisions that don’t also have a financial consequence. I take that very seriously and strive to provide the sound financial advice needed during these emotional times.

Education

  • Certified Financial Planner
  • Chartered Socially Responsible Investment Counselor
  • BA in Psychology from Washington State University

Professional/Community

  • Rotary 8 Membership Recruitment Chair
  • Financial Beginnings Volunteer

When not working, Amanda enjoys…

  • Spending time with family
  • Skiing
  • Fishing
  • Hiking
  • Boating
  • Swimming
  • Traveling