Client Services Associate
Amanda is the newest member to the WealthTrak team, coming on board as a Client Services Associate in 2021. Amanda focuses on the importance of communication and connection between our financial team and their notable group of clients. In addition, she works closely with our Director of Firm Operations, ensuring that the needs of our clients are fulfilled, and essential administrative duties are completed in a timely manner. At WealthTrak, we are devoted to providing excellent service, and Amanda’s attentive and personable attitude goes hand in hand with this commitment.
Amanda has been passionate about community outreach and has worked closely with members of her community for almost a decade. Her desire to serve others was established when she began volunteering at a local elementary school. It continued into her previous role as a Regional Community Ambassador, which allowed Amanda to develop and maintain grassroots community involvement, especially with the First Responders and the strong military presence in Hampton Roads. We believe that Amanda’s participation in organizing community events and building those long-term relationships will contribute to our focus on excellent client service.
Growing up in a Navy family, Amanda has resided in multiple locations up and down the east coast; however, Virginia Beach has always had a special place in her heart. She enjoys spending time with her husband, her daughter, Olivia, and her two pups. Amanda is very family-oriented, and her hobbies include traveling, working out, and hanging out on the beach.