325 Williamson Boulevard
With over 12 years in the Financial Services industry, Amanda motivates clients to plan for their financial futures by working one on one to effectively create personalized retirement plans. She takes a comprehensive approach to planning, incorporating all aspects of personal, retirement, investment, estate, tax and business planning. She holds the Series 7 and 63 professional licenses. As well as the distinguished ChFC – Chartered Financial Consultant and AAMS – Accredited Asset Management Specialist Designations. She also holds her Life, Health, and Variable Annuity licenses with the state of Florida and is registered in 10 other states collectively. She attributes her success to the high priority she places on being a good steward of the assets entrusted to her care.
She takes complex financial concepts and presents them in simple, easy to follow advice. She has a strong desire to serve others through a caring, compassionate relationship that seeks to improve the lives of those she works with. Helping others realize their dreams gives her a great sense of fulfillment. Due to her work with small business owners she co-founded Industry Salon with her brother in 2013. It has grown to the largest high end salon in the Volusia county area earning it the “Best Around” award from the Daytona Beach News Journal for over 5 years in a row. This venture has fostered even greater entrepreneurial skills enabling her to provide tested business consulting services to her clients. She understands business owners' needs in multiple capacities.
She also finds time to give back to her community and has been a trustee on the Ormond Beach Police Officer’s Pension Board since 2009. She sits on the Board of Directors for the Volusia/Flagler Healthy Start Coalition since 2014, an active member of the Ormond Beach Chamber of Commerce since 2008 and a member of the Volusia Young Professionals Group. She was selected for the Volusia/Flagler County 2015 "40 under 40- Most Influential Business Leaders" and she has appeared as a guest speaker on The Marc Bernier's "Money All Stars" radio show on several occasions. She is also a member of the Million Dollar Round Table. Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org