Amanda Sachs, CHFC®, CFP®, CLU®

Vice President, Senior Wealth Management Associate

Amanda has been in the financial services industry since 2011. Amanda delivers customized service support to clients and a high level of internal services to the advisor team. Amanda holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Chartered Financial Consultant  (ChFC) designations, helping clients in their goal and wealth planning. 

Amanda is a University of Wisconsin alumni and resides in Menomonee Falls. She enjoys spending time with her husband, Adam; daughters, Bianca and Sutton; and her 2 dogs.


Phone (414) 644-0061
Fax (414) 644-0069