Hello, I’m Amanda, a Wealth Manager here at GT Financial. After successfully running an estate planning law firm with my partner, I decided I wanted to build stronger and more meaningful relationships with my clients and moved to wealth management. I bring over 15 years of experience in helping individuals, families, and businesses plan for their future succession and wealth transfer. I now help clients with their financial goals during life to prepare for life events and achieve their full financial potential.
I grew up on a family farm (my brother still lives there) in Rice, Minnesota. I attended the University of Wisconsin – River Falls for my undergraduate degree and William Mitchell College of Law for my juris doctorate. I am a licensed attorney in both Minnesota and Wisconsin.
Outside the office, I love to spend time with my spouse and two children. We are usually attending a sporting event or watching one of MN’s various sports teams. We also love to spend time up north on the waters of North Long Lake in Brainerd.
Amanda is an Investment Advisor Representative and will therefore follow fiduciary guidelines. This means she is legally obliged to act in your best interest. Amanda holds the Series 7 and 66 securities registrations.