Amanda Birt

Amanda supports the advisory team through detailed account administration, meeting
preparation, and a broad range of operational and back-office responsibilities. In her
role as Client Administrative Manager, she prepares client meeting materials, generates
and reviews investment and planning reports, maintains financial planning projections,
and manages ongoing account paperwork and maintenance. Amanda works closely
with advisors to ensure every request is handled accurately and efficiently, providing
consistent workflow support and a high level of client service across the firm.
Amanda has more than a decade of experience in banking and client service. She
previously worked at a local trust company, where she spent several years supporting
financial advisors and assisting clients with a wide range of trust and wealth
management needs. Earlier in her career, she built a strong foundation in customer
service and banking operations, which continues to shape her thoughtful, detail-oriented
approach.
Outside the office, Amanda enjoys baking, spending time with her family, and traveling.
She especially enjoys cruises as her preferred way to relax and explore new
destinations.