Who We Are

As a former Attorney at Law, CFP® Professional, CRPC® designation holder, and with over 25 years in finance, planning, and tax work, Amanda combines her knowledge from her own and her clients’ experiences along with her extensive education to serve her clients. Importantly, Amanda strives to help her clients avoid financial mistakes through offering tax efficient investment and planning advice.We have extensive experience in high dispute / high asset and uncontested divorce, as well as later life transitions, including retirement and widowhood.We offer modern low-fee tax efficient portfolios and various types of insurance when appropriate.We advise and connect with you through advanced communications, showcasing our knowledge and credibility from the very beginning of your relationship with us. ... Read more. Read less.