Amanda Runkles, CPA, CFP®, PFS℠WEALTH MANAGER
Amanda Runkles joined our team in 2011 after spending seven years in public accounting, where she specialized in Bank Audits and Tax Preparation. Amanda serves as the Director of Financial Planning in our Shepherdstown location. She works closely with clients to tailor recommendations specifically in the areas of Retirement Planning, Cash Flow and Investment Management, and other specialty areas of Tax, Insurance and Estate Planning.
Amanda is a graduate of West Virginia University, where she obtained a Bachelor of Science in Business Administration with a concentration in Accounting and a minor in Spanish. Amanda became a Certified Public Accountant in 2008, an Investment Adviser Representative in 2011, a Personal Financial Specialist (PFSSM) in 2012 and a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional in 2013.
Her education and experience in Financial Planning, Investment Management and Tax Issues make Amanda a valuable member of the United Capital team.