Amanda Lang

Amanda is dedicated to managing client relationships and overseeing all aspects of wealth and investment strategies. As the primary point of contact for clients, she ensures their portfolios align with investment strategies developed by the Investment Group, tailoring them to meet each client’s unique goals and circumstances. With extensive experience in family office services, Amanda brings a deep understanding of managing complex financial needs.

Amanda is a key member of the leadership team for the national Associate Advisor group and also leads the Seattle Associate Advisor team, providing mentorship and guidance to team members.

She holds both the Certified Financial Planner™ and Certified Trust and Fiduciary Advisor (CTFA) designations. Amanda is also actively involved in community and industry organizations, serving as Treasurer of the Board of Trustees for the Kappa Kappa Gamma Foundation and as a Board Member for Financial Beginnings.

Amanda earned her Master of Science in Financial Analysis from Portland State University and a Bachelor’s degree from the University of Puget Sound. She resides in Kent, Washington, with her husband, daughter, and two stepsons.