Amanda Wilkes
Client Manager

As a Client Manager, Amanda assists both the clients and advisory team with all day-to-day functions of our firm. She has extensive experience in the financial services industry and is passionate about helping her clients with anything they need.

Amanda lives in Vermilion and enjoys life on the water with her husband and their two dogs.  In her free time, she loves to travel to places like Bali and Morocco to learn about other cultures.  She is also passionate about helping others lead a healthy lifestyle through teaching yoga and sharing what she has learned about nutrition with anyone she can.

Progress with purpose.
"Our clients aren’t looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."
Bernie Garrah
Principal, Wealth Advisor
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