Amanda manages and administers trusts, working alongside attorneys, accountants, financial advisors, and tax professionals. She oversees trust assets, investments, and recordkeeping, assisting clients with estate planning, wealth transfer, charitable giving and legacy preservation.
By working with clients to protect their assets, Amanda helps reduce the burden on family members and preserve their legacy for future generations. She also provides guidance during major life events, family transitions, and estate settlements, providing the clarity, reassurance, and proactive service our clients have come to expect.
Along with over seven years of experience, Amanda holds an associate degree in political science, Cannon Trust School Certifications, and has a strong background in trust administration, fiduciary services, and beneficiary relations.