Amanda Eilers, CFP®
My Professional Background
In my current role, I help our advisors serve clients by drafting financial plans, assisting in the development and implementation of investment strategies, and coordinating account administration activities. Prior to this, I served as a client service specialist and analyst at Trellis Advisors, where I began as an intern, providing integral administrative support in client service, operations, and administration.
My Wealth Management “Why”
I discovered my passion for helping people with their finances via an internship with LPL Financial, which helped me expand my investment knowledge and gain valuable office and client experience. I established and honed my strong client service orientation through a job in the Central Washington University Admissions Office. I am a CERTIFIED FINANCIAL PLANNERTM professional.
My Personal “Living Fully”
In my spare time, I enjoy camping, dirt biking, and hanging out with my family, including my husband Jeremiah and dog Cooper.