Amanda Roest

About Amanda

As a Senior Financial Consultant, Amanda’s goal is to ensure her clients have the necessary tools and information they need to meet their financial needs. She supports high-income earners to accumulate and protect their wealth by helping them responsibly control the resources available to them. She strives to create an environment for her clients that gives them the systems and habits necessary to make their wealth sustainable. She helps to educate and uncover strategies for each client in various aspects of financial planning. Everyone has a different goal in mind for what they want their money to do for them, and Amanda considers it her job to uncover those goals and find realistic ways to help them get there.

Stories by Amanda