Amanda McCloy
CFP®, CLU®, TEP

My Background

Amanda works with our clients to develop an estate plan and insurance strategies that can preserve or enhance their estate, communicate their wishes, provide protection in the event of critical illness or disability, and look after their family in the event of untimely deaths. Amanda began her career in the insurance industry over a decade ago. She brings a thirst for expanding knowledge and technical skills and has achieved her CFP, CLU and TEP, all of which focus on Estate and Tax planning. She is actively involved in the local financial planning community and sits on the board for the local chapters of Advocis and STEP.