Amanda Lyons Financial Planning Analyst

Amanda Bernier, AIF® –
Financial Planning Analyst

As a Financial Planning Analyst, Amanda assists Lead Advisors with the design and implementation of client financial strategies. Through the process of financial planning, she is able to help clients follow realistic approaches to wealth management and retirement income replacement.

Amanda graduated from Ohio University in 2008 with her Bachelors of Business Administration degree in Finance and Business Economics. She has worked with various financial services companies since then, and has gained in-depth knowledge of investments, tax planning, and risk management strategies. Amanda earned her ACCREDITED INVESTMENT FIDUCIARY™ IN 2017 and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation. She is an active member of the community, and participates in the Junior Women’s Civic Club of Akron and Portage Lakes Young Professionals.