Amanda Crawley, CFP®
Senior Registered Client Administrative Manager
The important things...
Wife, Dog Mom, and Aunt – My three favorite titles! My husband, Brandon, and I live a quiet life with our rescue dog, Izzie. There are few things I enjoy more than having a local beer on the porch with those two…except maybe a long road trip, a brunch with friends, or a new true crime documentary. I’m blessed to have a large and crazy extended family, both biological and not, and love when any of the kids calls for their “Auntie A!”
The professional things...
After finishing an Associate’s Degree in Mathematics and Education, I took additional courses in accounting and finance through Old Dominion University, while gathering a wide-range of work experience in customer service and management. When I joined the team in 2016, I also became Series 7 and Series 66 licensed, and have since completed the Customer Experience Program with University of Richmond’s School of Continuing Studies. Aiming to be a lifelong learner, I have also recently completed my Bachelor’s Degree in Business Administration and Management, and completed the requirements to become a Certified Financial Planner®
The interesting things...
Passionate about problem-solving (in the office and out), you can find me on a day off finishing a jigsaw puzzle, concocting a new essential oil blend, or simply planning our next travel adventure! I truly look forward to learning about the families we serve, finding what we have in common, and figuring out ways I can make life easier.