80 International Drive Patewood V
Amanda has been helping individuals, families and business owners change financial uncertainty to a better understanding of their investment holdings and overall financial strategies. Her career did not begin in financial services. Starting her career in home health and hospice, she dealt with individuals and families with little understanding of how retirement income planning, long term care planning and legacy planning could be severely impacted by a chronic or critical health event. This lack of awareness of her clients, led her to become passionate about educating those in the communities she serves. There are no two retirement plans that are the same; however there is one consistent theme seen in each retirement - the need for education and a partner to walk along side.
Wanting to help people directly, and seeing a large need for financial education in our society, Amanda continues on her mission to educate and empower individuals so that they can eliminate unnecessary financial stress and focus on achieving their goals. She has seen first hand how lives are affected when a plan is not in place and education is not imparted to those facing retirement. She works to strengthen the financial literacy of retirees and pre-retirees. Simplifying complex issues as much as possible and being a resource for her community is what drives her.
Amanda is a Series 65 registered financial advisor, which means she is held to a fiduciary duty to always act in her clients’ best interests. Being both a licensed insurance agent and an investment advisor representative allows Amanda to have an unbiased opinion on a variety of retirement-enhancing investment and insurance vehicles.
Amanda and her husband, Jason, have three children, Mason, Samuel and Mary Ashton. She is a graduate of Furman University and remains active in many community organizations.
Certified Senior AdvisorNational Social Security AdvisorRegistered Social Security AnalystMedicare and Long Term Care SpecialistRetirement Income SpecialistInvestment StrategiesRequired Minimum Distribution StrategyWealth Preservation & TransferCharitable Giving
Investment Advisor RepresentativeCertified Senior AdvisorNational Social Security AdvisorRegistered Social Security AnalystTop of the Table - Million Dollar Round Table
Vice President, Operations
Senior Vice President, Sales
Vice President, Final Expense
Senior Vice President, Annuities
Director, Ordinary Life
Regional Vice President
VP – Advisor Consulting
Advisor Services Manager
Financial Planning Analyst
Chief Sales Officer
Chief Investment Officer
Leaving Your Lasting Legacy
Join our mailing list and get news and info to support your financial goals.