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Amanda Phillips

Amanda Phillips, CFP®, CAP®, CWS®

Sr. Financial Planner
Indianapolis, IN

Amanda Phillips is a senior financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Amanda supports Layne Hoekema, senior 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.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."