Amanda believes going over every aspect of a client’s financial life—not just investments—is essential to prosperity.
“I love the educational aspect of this job,” she says. “Empowering clients and helping them understand the complexities of wealth is very gratifying.”
What does she like most about her role as a Portfolio Manager? The opportunity and requirement to continually learn and challenge herself. With that mindset, she’s a perfect fit for Vista’s research-driven work with clients.
When she’s not chasing after her young daughter, Amanda loves learning how to cook a new recipe for her family.
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