Amanda is a Financial Paraplanner Qualified Professional and handles escalated and complex client issues with a blend of tact and attention to detail. Her primary objective is to turn any advanced challenge, issue or transition into satisfactory outcomes through measured efficiency and appropriate expediency. She accomplishes these objectives by specializing in the development and implementation of simple and effective operational and service processes. Most importantly, she exhibits sound judgement, diligence and prudence with regard to every task and no detail is too minor to receive major attention. These qualities have led to her being charged with overseeing two highly sensitive tasks—the inheritance of assets by beneficial owners and monitoring and facilitating the successful execution of required minimum distributions from qualified retirement accounts.