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Meet our financial planning team

Amanda Morog, CFS(R)

Amanda Morog, CFS(R)

Investment Coordinator

Amanda is our Investment Coordinator. She organizes and researches stock, mutual fund, and model allocation ideas for the firm. This research is for 529 plans, brokerage accounts, variable annuities, and 401k plans. She also works closely with our money managers and the firms’ advisors to manage, trade and rebalance the investment accounts. 

Amanda graduated from Ashland University with a Bachelor’s Degree in Finance and Marketing. She achieved her  Series 7 securities license in 2012. In 2014, Amanda earned her Certified Fund Specialist(R) designation.

In her free time, Amanda enjoys spending time with her family and keeping busy with her hobbies including auto racing, traveling, and staying active with her new dog.