Amanda’s skills in investment management, tax planning and overall financial plan administration equip her to pinpoint her clients’ financial objectives and to develop effective strategies to work towards those goals. She’s compelled to provide an exemplary level of service, striving to improve the client experience and efficiencies within the firm.

Away from the office, Amanda keeps busy caring for her two children, spending time outdoors and appreciating good food, while living on Long Island with her family. She also volunteers for the Alex Cefalu Memorial Foundation where she oversees the charity golf outing.