As Estate Planning & Insurance Senior Specialist, Amanda is dedicated to helping clients protect what they have built, plan for what lies ahead, and leave a lasting legacy for the people and causes they care about most. Working closely with clients and the broader CWA team, Amanda brings together estate planning and insurance strategies into a cohesive, comprehensive plan designed to address all aspects of a client’s financial picture.
Amanda brings over two decades of experience in advanced estate planning, life insurance strategies, and high-net-worth wealth transfer. Throughout her career, she has collaborated closely with clients and their broader advisory teams, attorneys, accountants, and investment professionals, to design strategies tailored to each client’s unique situation. Her expertise spans a wide range of advanced planning strategies, including estate equalization, intergenerational wealth transfer, business succession planning, key person insurance, buy-sell agreements, charitable gifting, premium financing, long-term care, and, where appropriate, the use of certain insurance products, including life insurance, as a potential tax-sheltered asset.
Prior to joining Capital Wealth Advisors in 2026, she served as an advanced planning specialist at Brandon Brokerage Group, partnering with financial professionals to deliver estate and insurance strategies for high-net-worth and ultra-high-net-worth clientele. Amanda previously held wealth and estate planning consultant roles at Capitas Financial and Highland Capital Brokerage, covering multi-state territories alongside leading firms including UBS, Morgan Stanley, RBC, and Wells Fargo. She also helped build and launch the insurance platform within the Canadian division of Edward Jones.
Beyond her professional endeavors, Amanda is passionate about health and wellness, cultural events, and community involvement. Deeply connected to her Icelandic heritage, she remains involved in promoting awareness of Icelandic history, culture, and traditions throughout North America. She also has a strong appreciation for animal welfare, including Big Dog Ranch Rescue, one of the nation’s largest cage-free dog rescues. She especially enjoys spending time with her toy poodle, Charlie Brown.
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