Financial Planner

Amanda excels at simplifying complex financial terms and concepts into easy-to-understand insights for our clients. She prides herself on the genuine relationships she builds with our clients by listening, providing solutions and creating plans tailored to their individual needs. Her mantra, “If you fail to prepare, you’re prepared to fail,” echoes her commitment to helping Peak Retirement clients plan for a worry-free retirement.

Amanda graduated from Eastern Michigan University with a degree in accounting. As a CERTIFIED FINANCIAL PLANNER^™, she has not only passed a rigorous education program and certification exam to receive the CFP^® designation, but she has also spent over 6,000+ hours of professional experience to meet the CFP’s experience requirements. Before joining Peak Retirement Planning, Amanda worked for Fidelity Investments and a local financial firm in the Cleveland area.

A resident of North Olmsted, Ohio, she enjoys exploring everything Cleveland has to offer and passionately supports the Guardians and Browns during their seasons. A fitness enthusiast and former Division 1 college swimmer, Amanda keeps active by swimming, attending spin classes and walking her beloved rescue pup, Theo, in the Metroparks. She also enjoys refereeing sanctioned swim meets, indulging in mystery novels, working on DIY projects and spending time with her family.