Since joining Plan 4, Inc. in 2018, Amanda has helped hundreds of individuals and families work towards their financial goals with her holistic and straightforward approach. She enjoys working with clients at all phases of their financial journey - including retirees, recent graduates, working professionals and everyone in between. Amanda has been recognized by LPL for achieving excellence in client service and was named a member of LPL's Ascent Club* in 2022, 2023 and 2024.
Prior to joining Plan 4, Inc., Amanda worked as a consultant in the Life Sciences and Health & Wellness space. She led primary market research engagements for Wall Street analysts from RBC and Jefferies as well as major pharmaceutical and medical device companies including Biogen, Covidien and GE Healthcare.
Amanda graduated from Tufts University in 2010 with a major in Psychology and a minor in Entrepreneurial Leadership Studies. During her time at Tufts University, she captained the Tufts University Field Hockey team. After graduating, she founded the Tufts Athletics Alumni Group to support professional development among student-athletes and alumni.
Amanda lives in Massachusetts with her husband and two daughters.
*Achievement is based on annual production among LPL Advisors only.