Director, Strategic Planning
Amanda joined Sigma in 2015. She graduated from the University of Michigan, Ann Arbor in 2006 and holds the Series 65 Uniform Investment Adviser license, and is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional. Her duties at Sigma include serving as a relationship officer and wealth advisor on client accounts and providing support services to wealth advisors, including data gathering, profiling, financial model building, and presentation development, in order to enhance the client experience. Amanda is a member of the investment committee of the Arab Community Center Economic and Social Services (ACCESS), and a board member of the Miracle League of Plymouth, a non-profit special needs baseball organization.