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As Director of Client Service at W.A. Smith Financial Group, Amanda’s top priority is to provide exceptional service to the clients. This includes assisting with case preparation, assisting advisors with evaluating portfolios, various service items and additional requests in regards to clients’ custom retirement plan.
Amanda holds her Ohio Life Insurance license and joined the team at W.A. Smith Financial in 2016. She and her husband Justin enjoy traveling, practicing yoga, and spending time on the Lake Erie islands.
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Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.