Amanda Legler, CFP®, MS
Senior Financial Planner
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science in financial planning and counseling - Purdue University,
West Lafayette, IN
Masters of Science in Personal Financial Planning - College for Financial Planning, Denver, CO
Amanda works closely with advisors and clients, building financial projections and identifying other financial planning strategies. Amanda’s favorite part of her job is providing educated, unbiased planning advice to clients. She thrives on forming relationships and places a special focus on helping others understand how to use money for a bigger purpose. She loves the service attitude that is so prominent at SYM.
Outside of working at SYM, Amanda enjoys spending time with her daughter and her husband. You may find them biking, gardening or cooking together.
AMANDA’S WORDS TO LIVE BY
Learning to Do, Doing to Learn, Earning to Live, Living to Serve (FFA Motto)