Amanda joined Plan 4, Inc. in 2018 to follow her passion of helping people succeed and pursue their goals. Since joining, she 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 a member of LPL's Freedom Club since 2022.
Prior to joining Plan 4, Inc., Amanda held a variety of consulting roles in the Life Sciences and Health & Wellness space, where she specialized in encouraging healthy day-to-day behaviors. Most recently, Amanda was the Director of Sales for a Boston-area startup focused on promoting health & wellness in the workplace.
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. Shortly after graduating, Amanda founded the Tufts Athletics Alumni Group to support professional development among student-athletes and alumni.