Amanda has been in the financial services industry since 2010 and joined Wealthspire in 2020. As a Certified Financial Planner™ and a Certified Divorce Financial Analyst®, Amanda has made it her life’s mission to ensure that every woman, in any walk of life, understands her wealth in a real and meaningful way.
As a CDFA® professional, since 2014, Amanda has specialized in helping clients determine the short-term and long-term financial impacts of any proposed divorce settlement. Her background in financial planning has provided her with the necessary skills to analyze and provide expertise to both clients and attorneys related to the financial issues of divorce. Amanda believes that women have a valuable seat at the wealth management table and is passionate about guiding couples, divorcees, and widows to their own financial empowerment.
In 2021, Amanda was recognized by InvestmentNews as one of their Women to Watch and she was recognized in 2022 by AdvisorHub as an Advisor to Watch. Amanda is a frequent speaker on financial topics at industry conferences and has been quoted in Barron’s, CNBC, and many other media platforms.
She is an active member of the Financial Planning Association (FPA), where she serves as Co-Chair of the Women In Finance Committee for the Maryland Chapter and is actively involved in the Howard County Collaborative Professionals group.
Alongside her sister, Amanda co-authored, “The Health & Wealth Sisters 360° Action Plan: Total Self-Care for the Modern Woman’s Fiscal, Physical, and Emotional Well-Being.” She hopes this book will show women that putting themselves and their health and wealth first is the most selfishly selfless thing they can do for themselves, their friends, and their families!
In her free time, she enjoys spending time with her friends and family, traveling, and being active. Amanda currently resides in Sykesville, Maryland with her husband, two daughters, and their two labs.
“I love seeing women cross the bridge to financial empowerment – and recognizing with confidence that they made a solid decision that will impact their lives. Watching that transition and helping my clients make that leap is deeply rewarding.”
- Director of Financial Planning at StratWealth
- Director of Portfolio Management at StratWealth
- Senior Advisor/Partner at StratWealth
Education & Credentials
- BA, McDaniel College, Business Administration, Economics, and Accounting Economics with a Minor in Accounting
- Leadership Essentials Program, Loyola University Maryland and Leadership Howard County
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
- Accredited Asset Management Specialist (AAMS®)
- Accredited Investment Fiduciary® (AIF®)
- 2021 40 Under 40 – InvestmentNews
- Co-Chair, Women in Finance Committee, Financial Planning Association Maryland Chapter (FPA)
- Member, Howard County Collaborative Professionals
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Divorce Financial Analyst® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts. CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
ACCREDITED ASSET MANAGEMENT SPECIALIST℠ and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.