Amanda HuebnerCLIENT SERVICE MANAGER
Joining us as Client Service Manager, Amanda is an essential cog in our smoothly-functioning team. She assists the Managing Director, Wealth Manager and Relationship Manager in supporting ongoing client relationships through continuing client contact and general support.
Amanda previously worked as an account executive at Curian Capital, where she provided direct service support to 50+ Curian Financial Professionals who in turn managed $10+ million in AUM. While with Curian, Amanda helped to implement Curian’s loyalty program by providing one-on-one training for qualified advisors. Prior to joining Curian, Amanda worked for SII Investments.
Amanda grew up in Wisconsin and attained a bachelor’s degree in Fine Arts from the University of Wisconsin Parkside. Amanda is an enthusiastic Green Bay Packer fan, an artist and an avid runner.