Portfolio Administrator

Amanda graduated from Bob Jones University with a financial management degree. She worked in the controller department at Wells Fargo and worked in accounting and Human Resources at Heights Finance. She is the mother of four children and is the children’s ministry supervisor for Palmetto Baptist Church, where she and her husband attend.

She has an incredible gift for paying attention to details, which helps her keep clients happy. Her role is to provide excellent client satisfaction in the processes and experiences that all clients have. She also provides a fresh perspective and balance to the team with her intuition that helps round out the other Intelligent Advisors. She is in the process of obtaining her Series 65 License, which will allow her to provide financial advice to Intelligent Investors.