Financial Advisor, CFP®
Amanda is a partner at Prime Financial and is a licensed CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 18 years of experience as a financial advisor. She specializes in investments, retirement income distribution and income tax planning while getting to know her clients on a personal level. Amanda works alongside the Prime team to assess your financial situation and develop a comprehensive financial plan. As a Prime client, you will have a strategy to reach your financial goals and avoid undue risk.
She has been recognized multiple times by Forbes/Shook Research; more recently chosen as a Top Women Wealth Advisor and Top Wealth Advisor Working Mother. In addition, Amanda was named as one of the greater Milwaukee’s Five Star Wealth Managers for the last ten consecutive years.
Amanda serves as the Chairperson of the First Allied Securities Advisory Council (AC), working alongside her peers in addressing and providing solutions for the opportunities and challenges that affect advisors at First Allied and across the country.
As a CFP® professional, Amanda is committed to the highest standard in personal financial advice. This certification represents an adherence to a professional code of ethics, continuing education, a stringent code of conduct and superior standards of practice. A CFP® professional shall at all times, place the interest of their client ahead of his or her own.
Amanda is a southeastern Wisconsin native, growing up in Greenfield. She graduated from Butler University in Indianapolis, IN and returned to Wisconsin to pursue her career and reside closer to family. Amanda currently lives in New Berlin, WI with her husband, Josh, and their three children, Leah, Raelyn and Jacob.
The Forbes Top Women Wealth Advisors: The Forbes Top Women Wealth Advisors lists 1000 advisors. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Working Mother and SHOOK Research's Top Wealth Advisor Moms: SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.