Amanda is responsible for handling the client onboarding process, service requests and daily support for clients and the executive team. In addition to supporting the current advisory team, a significant part of her role is to provide transition consulting to onboarding advisors joining the Lake Street Alliance. After learning about the advisor’s practice through a comprehensive book review, she coordinates with the custodial partner to map out each detail of the transition. Her diligent approach has allowed advisors a safe and successful transition to independence.
Amanda also assumes the duties as an office manager and is the main point of contact between Lake Street and their outside vendors. She ensures the company policies and standards are retained by the entire team.
In her free time, she likes to stay active with her dog Marlo, travel anywhere warm and tagging people in Instagram memes.