Life and Health Insurance
YEARS OF EXPERIENCE
Amanda has been helping individuals, families and business owners change from financial uncertainty to a better understanding of their investment holdings and overall financial strategies. Her career did not begin in financial services; it started in home health and hospice, where she dealt with individuals and families who had little understanding of how retirement income planning, long-term care planning and legacy planning could be severely impacted by a chronic or critical health event. This lack of awareness by her clients led her to become passionate about educating those in the communities she serves. There are no two retirement plans that are the same; however, there is one consistent theme seen in each plan — the need for education and a partner with whom to walk along their path.
With her passion to help people directly — and seeing a large need for financial education in our society — Amanda continues on her mission to educate and empower individuals, so they can eliminate unnecessary financial stress and focus on achieving their goals. She has seen first-hand how lives are impacted when a plan is not in place and how a lack of financial education affects those facing retirement. She is driven to strengthen the financial literacy of retirees and pre-retirees by simplifying complex issues as much as possible and being a resource for her community.
Amanda holds a Series 65 securities registration, which means she is held to a fiduciary duty to always act in her clients' best interests. Being both a licensed insurance agent and an investment advisor representative allows her to have an unbiased opinion on a variety of retirement-enhancing investment and insurance vehicles.
Amanda and her husband, Jason, have three children, Mason, Samuel, and Mary Ashton. She is a graduate of Furman University and is active in many community organizations.
Retirement Income Planning
National Social Security Advisor
Medicare and Long-Term Care Specialist
Retirement Income Specialist
Wealth Preservation & Transfer
Providing Personalized Financial Guidance in Greenville
Located in Greenville, our financial professionals are ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.
3453 Pelham Road, Suite 204 | Greenville, SC 29615