Amanda serves as Managing Director, Wealth Advisor at Cresset. In this role, she works with clients to understand their unique personal and financial goals and provides customized solutions to address their needs. She aspires to integrate all aspects of her clients’ financial picture, to provide simplicity, clarity, and transparency. Amanda offers a range of services, including financial planning and investment management, coordination of Cresset’s family office services, lifestyle funding and cash flow analysis, tax and estate planning, pre-transaction planning, wealth transfer planning, philanthropic planning, and risk management. With nearly two decades of financial advisory experience