Amanda is the lead Client Service Associate for Bluffton Financial Planning. She is responsible for day-to-day efficient operations of the branch and is a key member of our team. It is her desire to meet the needs of our clients while continuing to deepen the relationships of those we serve.
Amanda has a wealth of knowledge having worked in the financial services industry since she began her career in 2011. She has an impressive resume in operations and customer service with multiple firms including Waddell & Reed, Edward Jones and Raymond James which provides our clients a breadth of experience. Nick and Amanda have been working together since she joined the firm in 2020.
Amanda was born in Shreveport, Louisiana where she currently resides with her husband Bo and their beautiful daughter Addy. In her free time, Amanda enjoys cooking, reading, and traveling with her family. She is involved with her church, the choir and her daughters’ school. Amanda is a valuable member of Bluffton Financial Planning, and her priority is to serve our clients well.