Amanda Roest, a seasoned CERTIFIED FINANCIAL PLANNER® professional, has dedicated over 13 years to helping individuals and families achieve their financial dreams. Her passion lies in demystifying complex financial concepts and empowering clients to make informed decisions. Amanda believes that financial planning is deeply personal. She takes the time to understand clients’ unique stories, fears, and aspirations. She specializes in retirement planning, insurance planning and tax optimization.

When not crunching numbers, Amanda enjoys spending time with her husband and two young children. She believes in giving back to the community that has given her so much.

Request an appointment