Amanda serves as a financial advisor in our Denver, CO office, bringing over 15 years of experience in financial services to her role. She provides comprehensive wealth management services to clients, including investment management, risk management, guidance on tax & estate planning, charitable giving, and more. She prides herself on understanding clients’ holistic financial picture and is dedicated to forming strategies around their unique circumstances and goals.
Her passion for helping people live a healthy and happy life initially led her to consider a career as a physical therapist, but with her analytical and problem-solving skills, she recognized the positive impact she could make in helping people achieve their life goals by becoming a financial advisor.
Amanda is the Immediate Past Chair of the Board of Directors for the Dumb Friends League, a non-profit animal humane organization in which animals are never euthanized for time or space. She is deeply passionate about the league’s mission to end animal homelessness and suffering. Their tagline “compassion always” is a guiding principle in both her personal and professional life.
Outside of work, Amanda enjoys spending time with her husband, Anthony, and their German Shepherd, Luna, and exploring all that the Colorado outdoors have to offer.
Previous Experience
- Wealth Advisor – Vice President at The Corundum Group
- Wealth Management Advisor – Vice President at Sunflower Bank
- Vice President – Portfolio Manager at First Western Trust
Education & Credentials
- BS, Metropolitan State University of Denver, Finance – Personal Financial Planning
- Certified Financial Planner™
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.
*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.
