We’re introducing the first in our new “Aspire Team Stories” video series, where you’ll get to know our team on a more personal level.
In this video, Amanda shares her story—from growing up in Brick, New Jersey, to how she found her way to our team. She also reflects on what matters most to her: faith, family, and the genuine care she brings to every client relationship. We hope you’ll take a few minutes to get to know Amanda and the heart behind the work she does every day.
Recent Insights
-

The Strategic Side of Debt
A practical guide to weighing debt payoff, liquidity and long-term flexibility.
-

How Family Meetings Support Long-term and Multigenerational Planning
Learn how family meetings can support estate planning, family financial conversations, and multigenerational planning with practical steps for starting the discussion.
-

Saving for K-12 Education with a 529 Plan
Learn about using 529 plans for more than just college savings.