Client Service & Operations Associate
Certified Financial Planner®
In her free time, Amanda enjoys getting out on the lake, biking, swimming, and traveling.
As a Senior Planning and Client Service Analyst, Amanda ensures our clients are receiving the highest quality work. She assists our Financial Planning team in analyzing clients’ retirement planning, investments, education funding, tax planning, estate planning, and insurance needs. In addition, Amanda serves on the Client Service team helping to onboard new clients and other operational tasks pertaining to our clients’ financial plans. Amanda brings a keen eye to detail and an analytical mind to her work at PrairieView.
Amanda attended the University of Minnesota Duluth for her undergraduate degree in Finance. She also earned a minor in Marketing and Human Resources. During her time in college, she participated in the Financial Planning Club where she developed an interest in pursuing financial planning as a career.
Upon graduation, she worked for a financial advising company where she learned more about retirement plans, college funding, investing, and managing client service needs. She brings this abundance of knowledge to her work at PrairieView. She earned her Series 65 designation in October of 2020 and her Life, Accident, and Health Insurance Producer License in March of 2021. She earned her CFP® designation in December of 2023.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
For decades, 401(k) plans and other defined contribution workplace plans have served as primary channels for long-term investing. Many of you currently contribute, or have contributed to these plans...
I mean it. You’ve done well in a challenging time for investors. Occasionally it's helpful to take a minute to acknowledge success and what led to it before getting back to work. And I think now is...
Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
You should have a trusted partner who can help you take advantage of these opportunities.
