What Amanda Does

Amanda helps clients build healthy, empowered relationships with money—without judgment or jargon. Believing that financial planning should be personal, practical, and rooted in your values, she’s on a mission to help you use your wealth as a tool to live more fully everyday, not just retire someday.

Background

After earning her B.S. in Mathematics from Saint Michael’s College in Vermont, Amanda began her career at JPMorgan working with high-net-worth families with their investment and wealth strategies. She loved the work—but not the corporate culture of a big firm.

In 2018, she became an independent advisor and earned her CERTIFIED FINANCIAL PLANNER™ designation. Nearly 20 years into this profession, she’s never looked back. Founding TARA Wealth with Amber has been the most rewarding chapter yet.

Why TARA Wealth

Because people deserve advice that’s transparent, thoughtful, and truly personal. After years of working inside traditional firms, Amanda wanted to create a space where clients felt seen and supported—especially women navigating complex financial decisions.

Outside the Office

Born and raised in New England, Amanda currently resides in Durham, NC, with her husband, Mike, and their two young sons, Henry & Jack. When she’s not working on plans or meeting with clients, you’ll often find her outdoors—hiking, downhill skiing, or chasing sunshine at the beach with her family. She’s also a proud bookworm, dedicated yogi, and active alum of Saint Michael’s College.

What Clients Can Expect

Personalized advice rooted in what truly matters to you. Amanda takes the time to understand your life—the dreams, the worries, the “what ifs”—and builds a financial plan that helps you move forward with clarity and confidence.