Amanda Herrick

Amanda works with clients to develop, coordinate, implement, and monitor all aspects of their financial plans. She believes that it is important to present various approaches to obtaining financial objectives so the client can decide those approaches that are most consistent with his or her own personal wants and needs.

CREDENTIALS

  • Certified Financial Planner® Practitioner
  • State University of New York, College of Technology at Alfred, Bachelor of Business Administration in Financial Planning (Summa Cum Laude)
  • Member of the Financial Planning Association
  • United Way Campaign Coordinator and Volunteer
  • Alpha Sigma Alumnae Board Member

BACKGROUND

Amanda joined the firm in 2006. Her upbringing in rural New York instilled in her the value and satisfaction of productive work. She understands that clients have worked hard to obtain their own success and that they rely on us for sound guidance. She, in turn, is highly dedicated and works hard to meet each client’s needs. When not working, Amanda enjoys doing home renovation projects.

AREAS OF EXPERTISE

  • Education Planning
  • Financial Plan Development
  • Investments—Asset Allocation and Strategic Decisions
  • Retirement Planning
  • Risk Management
  • Tax Planning and Preparation
Amanda L. Herrick, CFP®
Account Executive