Amanda Oakley - Manager of Financial Planning Services

Amanda Oakley

Manager of Financial Planning Services

Amanda coordinates client service and action items, serves as a reference point for many client questions, and oversees investments. She meets with clients to gather data and implement financial plans. Amanda has extensive experience in financial planning, with more than 11 years working directly with clients. She provides the critical follow-up needed to ensure that our clients are meeting their goals.

Amanda graduated from Purdue University with a bachelor’s degree in business management with minors in finance and international business and economics. In her spare time, she enjoys spending time with her family, including her husband, Ryan, and two-year-old daughter, Morgan. She loves watching football (especially the University of Michigan!) and gardening.