Amanda joined Active Financial Solutions in 2019 as an Administrative Assistant to Dean. Her duties include account opening and maintenance, record keeping, client contact and services, information updating, and general office management. She holds a dual Associate degree from Moberly Area Community College and has a background in sales, banking, management and administrative assisting, among other things.
After learning the ropes as an administrative assistant, Amanda developed a desire to grow in the financial services industry. In the fall of 2023 she successfully completed her Series 7 and Series 66 registrations "held through LPL Financial" to become a Registered Investment Advisor Representative. She will continue to work alongside Dean in the Moberly office as a Wealth Manager while maintaining a portion of her previous role's responsibilities. It's likely you will work with Amanda in some context when working with Active Financial Solutions!
Amanda and her husband Travis reside in Macon, Missouri. They have three grown children who are busy starting new careers and families, working through college and making life plans. She and her family enjoy spending time together outdoors, camping, UTV off-roading, and traveling.