As a client service specialist at W.A. Smith Financial Group, Amanda’s top priority is to provide exceptional service to the clients. This includes assisting with case preparation, assisting advisors with evaluating portfolios, various service items and additional requests in regard to clients’ custom retirement plan.
Amanda holds her Ohio life insurance license and joined the team at W.A. Smith Financial in 2016. She and her husband, Justin, enjoy traveling and spending time on the Lake Erie islands.
Get to know Amanda:
Favorite Food: Mint chocolate chip ice cream
Favorite Holiday: Thanksgiving (Because some years it falls on my birthday)
Hidden Talent: I’m a pretty talented yoga teacher!
If you could meet anyone, past or present, it would be: Steve Jobs
Best piece of financial advice you’ve ever received: It’s not how much you make, it’s how you spend it.