Amanda Velez

About Amanda

Helping hardworking people protect what they’ve built and plan for what’s next.

I believe the people who work hard to build our communities deserve someone in their corner. I help individuals, families, and business owners make sense of their finances and create a plan for the life they want. I especially enjoy working with people in construction, trades, and real estate. My husband is a big part of the passion behind my work. I see how hard he works to provide for our family and how deeply he cares about protecting us. That same commitment inspires me to help other families protect what matters most to them.

My approach starts with a conversation about you: who you care about, what you’re working toward, and what’s keeping you up at night. Our conversations cover protecting income, caring for family, understanding employer benefits, preparing for retirement, and identifying opportunities for tax mitigation in coordination with your tax professional. I help you understand your options and take practical steps forward.

I’m a mom of three, with a daughter preparing for graduation and her next chapter, and two sons who keep us busy with football and wrestling. Outside of work, I enjoy spending time with family, cheering on my kids, and getting involved in their schools. I value getting to know people beyond their job titles and building relationships where we can count on each other.