Amanda joined HB Wealth in January 2025 after working with WMS Partners since October 2022. She is currently a Senior Client Service Associate, who assists with money movement, account paperwork, and account transfers for family office clients.
Prior to joining HB, Amanda worked in Client Service Operations at Pinnacle Advisory Group for 12 years.
In her free time, Amanda enjoys spending time with family and friends, reading, going to the beach, and cheering on the Baltimore Ravens.