Licenses and Certifications:
Series 7, 9/10, 66
Chartered Retirement Plans SpecialistSM Designee
Certified Plan Fiduciary Advisor
Registered Investment Advisor Representative
Insurance licensed: life
Amanda joined The Commerce Company in 2008. After nine years working with retirement plan participants and sponsors, she now oversees business operations, compliance, human resources, marketing, and client service for individual investors.
While she wears many hats, Amanda’s professional passion remains financial education for all, and she enjoys contributing to a team that holds a core mission of helping to improve the retirement prospects of ordinary people. She also holds a deep and abiding affection for well-crafted spreadsheets.
An Oregon native, Amanda earned her Bachelor of Arts from The Evergreen State College in Olympia, Washington and began her financial services career with a large bank in the Monterey Bay area in 2003. Outside of work, she enjoys spending time with family, gardening, and cooking for friends and neighbors (especially with ingredients straight from the garden).