Amanda brings almost 20 years of financial consulting experience to Heirloom Wealth Management. Utilizing her knowledge and expertise in the qualified plan arena, Amanda has written various articles related to retirement planning and fiduciary issues. She has been published in the Denver Business Journal and was also recently interviewed for an article in PLANADVISER® magazine. She is a three-time nominee for PLANSPONSOR® magazine’s Retirement Plan Advisor of the Year award. She is also consistently listed annually in PLANADVISOR® magazine’s “Most Successful Retirement Plan Advisors” edition and has been nominated as one of The 401kWire’s 300 Most Influential Advisors in Defined Contribution. Most recently, Amanda was chosen as a Five Star Wealth Manager and was featured in 5280 Magazine as well as Coloradobiz magazine.
Amanda has been awarded the Accredited Investment Fiduciary (AIF®) designation. The AIF® is the only designation that illustrates knowledge and competency in the area of fiduciary responsibility. She has also qualified to sit for the CFP® examination. She is currently pursuing her QPFC® credential through the ASPPA organization.
Away from the office, Amanda loves taking advantage of all Colorado has to offer with her husband, David, and son, Ryan. Most weekends are spent in the mountains camping, fishing, hiking, or skiing. Amanda earned her degree in Financial Services and Planning from Baylor University. While at Baylor, Amanda was a letter winner on the Lady Bear Basketball and Track teams. She and David are active at Cherry Hills Community Church where they serve on the Core Team for their Section Community.