Amanda Dreisbach

Background

About Amanda Dreisbach

I’m a Client Service and Paraplanning professional with nearly 3 years of experience supporting advisors in delivering comprehensive, retirement-focused financial plans. At Brogan Financial, I’ve gained expertise in preparing client meeting materials, managing follow-ups, and conducting detailed research to assist in advisor decision-making. I’m passionate about helping clients feel confident in their financial future by providing seamless support and ensuring every detail of their plan is executed accurately and on time. Skilled in financial analysis software (Advyzon, Nitrogen, Morningstar), CRM systems (Advisor Engine, Salesforce), and custodian platforms (Schwab & TD Ameritrade), I thrive in environments that demand precision, organization, and a client-first mindset. Currently pursuing my SIE and Life & Health license as part of my path toward CFP® certification and a future role as a Financial Planner. In addition to my roles at Brogan Financial, I have a background in Microbiology and Geographic Information Systems, which I studied at the University of Tennessee and Penn State University, respectively. I am passionate about applying my knowledge and skills to solve real-world problems and make a positive impact. I have also been an Emergency Medical Technician (EMT) certified by the National Registry of Emergency Medical Technicians, which demonstrates my commitment to helping others and saving lives, in whatever way.