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Amanda  Roberts

Amanda Roberts

Amanda is the newest member of the team, starting Fall of 2021. She helps with client service, account administration, and may occasionally sit in on appointments to assist in the overall planning as well.  

Amanda graduated from Principia College with a BA in International Studies. She has worked in the financial field for over 10 years, mostly as an advisor and account manager. She loves helping clients plan for their future, understand the process, and reach their financial goals.

At home she is momma to two little boys (Royal and Rhett). Raising them has been her greatest joy. She and her husband, Chris, love to host so their home is always full of family and friends. When she gets a rare moment to herself, she enjoys reading or playing volleyball.