Financial Advisor, CFP®
Amanda is a CERTIFIED FINANCIAL PLANNER™ certificant with over 17 years of experience and a partner at Prime Financial. With specialties in investment, insurance, tax and retirement planning, her focus is to listen to your financial concerns and establish goals. She will work together with you to create a comprehensive financial plan and review it regularly. Every client’s plan is specifically catered to their individual situation. Amanda looks forward to the opportunity to work with you.
Amanda is a Wisconsin native, growing up in Greenfield. She graduated from Butler University in Indianapolis, IN and came back to Wisconsin to pursue her career and be closer to family. Amanda currently lives in New Berlin, WI with her husband, Josh, and their three children, Leah, Raelyn and Jacob.