Amanda Wade


Director of Client Relations


I manage the relationships with clients to ensure quality, transparency, and improve procedures through out the firm.

Amanda Wade

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Amanda’s passion for helping others shows in everything she touches. Amanda has been in the Client Relations space for over 7 years and previously was a recruiter for Software Technology group. She brings a wealth of knowledge to the firm and is over the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements. She graduated from Colorado North Western on a basketball scholarship, is a loving mother of 5, and spent two decades after college at home taking care of, raising, and providing for her family before transitioning back to the workforce. Since then the desire to help has been in every part of her career journey, and has worked with clients from all walks of life.


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