As Director of Operations for Jose Segura, Amanda manages the day-to-day functions that keep the team running efficiently, helping to ensure a streamlined experience for both advisors and the clients they serve. She focuses on developing strong processes, maintaining operational precision, and creating an environment where advisors can focus on delivering exceptional guidance.
Amanda takes pride in creating a client experience where individuals feel informed, supported, and genuinely understood throughout every stage of their financial journey. By coordinating the details behind the scenes, she helps make the financial planning process feel clear, seamless, and accessible.
Outside of the office, Amanda enjoys reading, spending time with her husband, family, and pets, and cheering on her favorite team, the New York Yankees.
Amanda is licensed in New York State for Life, Accident, and Health insurance.