Amanda Dorey

Financial Manager

Amanda has a bachelor’s degree in both psychology and business management. She utilized the skills she learned in college to launch into a career in customer service and management. With over 10 years in customer service and finance, Amanda enjoyed working directly with clients and team members, learning to understand different opinions and perspectives within business decisions and how to best serve clients’ needs. Amanda uses her business and psychology expertise to help individuals and their families navigate all the fiduciary tools available to create and realize their life goals.

Outside of work Amanda enjoys, baking, gardening, traveling with her family, and spending time with her two dogs, Tank and Diesel.