06/17/2026
Meet Amanda Thomas, Senior Branch Office Administrator
Amanda joined our office in 2022, and plays an integral role in delivering a smooth and supportive client experience.
As a Sr. BOA, she partners with me to provide day to day support while helping clients stay on track toward their personalized financial goals.
With a background in customer service, ministry, and administrative support, Amanda brings a strong commitment to serving others with care, professionalism, and attention to detail. She especially enjoys building meaningful relationships with our clients and being part of a team that works together to make a difference.
Amanda believes great client service starts with truly listening and understanding each client’s goals, then showing up consistently as a trusted and reliable partner. She is dedicated to creating a friendly, approachable environment where clients feel supported in any situation.
Outside the office, Amanda enjoys attending concerts with her husband and spending quality time with family and friends. A fun fact about her is that she is a left handed redhead with blue eyes and freckles, a combination as unique as her personality.
Amanda is motivated each day by helping others, being part of a strong team, and knowing her work makes a meaningful impact. She values making life easier for clients and bringing a sense of relief , confidence and joy to their financial journey.
Her message to clients is simple and genuine. "You matter to us, and we are always here to help and support you however we can".