Amanda Phillips is a Sr. Financial Planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the branch office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Amanda supports Layne Hoekema, Sr. Private Wealth Advisor, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to joining the company, Amanda served as a Client Service Manager with Oxford Financial Group, Ltd. where she worked closely with clients to meet their financial planning needs and assisted with implementing both planning and investment recommendations. While there, she also worked with ultra high net worth clients regarding the complexities of closely held businesses, generational wealth transfer, and private foundations.
Amanda graduated with distinction from Purdue University with a BS in Financial Counseling and Planning.
Amanda is an active member of her local church and volunteers her time as a small group leader, Sunday school teacher, and is a member of the women’s leadership council.
She and her husband, Adam, have three children and live in Brownsburg, Indiana, a suburb of Indianapolis.