Our Team

Amanda Legler, CFP®
Financial Paraplanner
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CREDENTIALS
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science in financial planning and counseling - Purdue University,  
West Lafayette, IN

 

At SYM  
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.

 

COMMUNITY
Side walker, Morning Dove Therapeutic Riding Center
Volunteer coach, Traders Point Christian Church
Mentor, Starfish Initiative

 

PERSONAL PURSUITS
Amanda has her sights set on obtaining her Master’s degree in 2018. When she is not chasing that goal, she enjoys gardening, biking and spending time with her dog, Piper. Some of her favorite time spent is as sous chef for her husband Noah.

 

AMANDA’S WORDS TO LIVE BY
Learning to Do, Doing to Learn, Earning to Live, Living to Serve (FFA Motto)

 

HOME OFFICE
Carmel, IN