Amanda Williams

As a financial representative, Amanda's primary objective is to develop long-term relationships, partnering with clients as they work toward achieving those goals. Her client-centered approach to investment planning helps clients assemble a diversified portfolio* with personalized risk management strategies designed for each client's unique needs. Amanda, a Washington native, holds a B.S. in Business Administration from City University, Project Management Master's Certificates from Villanova University, and is a Six Sigma Green Belt. Prior to joining Shelgren Financial Group, she developed a breadth of experience as a Project Manager and Operational Risk Manager for HSBC. In addition, she spent nearly a decade at The Boeing Company in various roles including Accounting and Business Operations. Amanda is an Investment Adviser Representative of Lincoln Investment Planning, LLC. (Series 66) and a General Securities Representative of Lincoln Investment Planning, LLC. (FINRA Series 7). Additionally, she holds both life and disability insurance licenses.

*Diversification does not guarantee a profit or protect against a loss.