The creative genius behind client interactions, Amanda ensures the team’s mission, vision and values are consistently delivered with quality, refinement and a little spark.
Amanda works with 6 Meridian’s team members to develop an overall client appreciation strategy, then coordinates the firm’s client events, communications, branding, and community involvement and philanthropy.
Not one to sit back and wait for an invitation, Amanda also seeks clients whose values, goals and philosophies align with those of the team. “I strategize with each advisor regarding referrals and new clients,” she explains. “But our strategy sessions aren’t based on what an individual or family brings to the table. Instead, we look at how we can bring value to them as a client, and how to begin and maintain a solid relationship.”
In addition to a degree in finance, Amanda also studied natural resources and environmental sciences, a world that carries over into her personal life and hobbies. Yes, just your run-of-the-mill hobbies like hiking in the Grand Tetons, a favorite vacation spot for her, husband Mark and young son.