Amanda Gehres, CFP®
Client Service Specialist
330.650.6360 x1105 | firstname.lastname@example.org
Amanda is a CERTIFIED FINANCIAL PLANNING PROFESSIONAL™ with over 15 years of experience in the financial services industry, serving as a Financial Planning Coordinator for several local firms and as an independent Virtual Paraplanner.
Amanda is responsible for helping with preparation for client review meetings and assisting with servicing of annuity and life insurance contracts as it relates to changes in ownership, beneficiary, and annuity allocation changes as well as activation of annuity income riders and other account distributions.
In her free time, Amanda enjoys traveling, attending her children’s sporting events, and spending time with friends. Amanda, her husband, Justin, and their three sons reside in Green, Ohio.