As a Wealth Advisor, Amanda works with clients to develop, implement, and monitor tailored financial solutions and is responsible for initial client onboarding. Amanda originally joined JFS Wealth Advisors in 2002 as support for our business retirement planning services. She later moved to asset management support as a trader and Paraplanner and, after passing the Series 65 exam, she joined our team of financial advisors in 2007. She is now a Partner at JFS Wealth.
Amanda graduated Magna Cum Laude with a Bachelor’s Degree in Business Administration with a major in finance from Youngstown State University (OH). She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2008 and is a member of the Financial Planning Association (FPA). She is a graduate of Leadership Shenango and a member of Shenango Valley Professionals (SVP).
Amanda lives in the Youngstown metro area with her husband and two children. Away from the office, she enjoys spending time with her family and friends, traveling, walking, and reading.