Amanda brings almost 20 years of financial consulting experience to Heirloom Wealth Management. Utilizing her knowledge and expertise in the qualified plan arena, Amanda has written various articles related to retirement planning and fiduciary issues. She has been published in the Denver Business Journal and was also recently interviewed for an article in PLANADVISER® magazine.
She has qualified to sit for the CFP® examination and is currently pursuing her QPFC® credential through the ASPPA organization.
Away from the office, Amanda loves taking advantage of all Colorado has to offer with her husband, David, and son, Ryan. Most weekends are spent in the mountains camping, fishing, hiking, or skiing. Amanda earned her degree in Financial Services and Planning from Baylor University. While at Baylor, Amanda was a letter winner on the Lady Bear Basketball and Track teams. She and David are active at Cherry Hills Community Church where they serve on the Core Team for their Section Community.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
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Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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