Client Relations Manager
Amanda Thompson joined Stepping Stone Financial in 2007 as a Client Service Associate and serves not only as our efficiency expert, but also as our firm historian. Her constant interaction with our clients, intimate knowledge of their personal situations, and involvement in our community make her indispensable to our firm. Amanda is responsible for managing client appointments and overseeing the business operations of Stepping Stone Financial.
Amanda received her Bachelor’s Degree from Anderson College and holds her Series 6 and 63 registrations.