Nicole has over twenty years of experience with a large non-profit organization beginning as an accounting manager, then as finance director and currently as controller. Prior to joining, Nicole worked in public accounting where her focus was on auditing non-profit organizations. Nicole’s core competencies include accounting management as well as the day to day functions, budgeting, cash management, project management (software implementation), forecasting and auditing. Her strengths include customer service skills, goal-oriented work ethic and dedication to the organization’s mission. Nicole is also a licensed CPA in the State of Florida.
As a Wealth Management Specialist, Amanda is conversant with the needs of high net-worth individuals and their families, as well as the not-for-profit and foundation arena. Her integrity and trust naturally help her build and maintain strong relationships with her clients, as well as her community. Charitable giving and philanthropy are a large part of Amanda’s life. As a leader in the not-for-profit and foundation arena, with extensive familiarity and experience in managing several prominent Tampa Bay Area Foundations, Amanda works with major philanthropists in the region through charitable giving, legacy planning and private family foundations.
Amanda is a Board Member of the New Port Richey Main Street and former board member of PACE Center for Girls, the SPCA Suncoast. She is also a member of Trinity Rotary, Leadership Pasco alumnus 2011, and PING. Past boards include: Community Service Council, NAIFA, Pasco Aging Network, West Pasco Chamber of Commerce, National Organization of Women, & the Junior Service League of West Pasco. From 2013 – 2016, Amanda was elected to public office and served as the State Representative for District 36, West Pasco, Florida. As the State Representative, Amanda represented, not only her constituents in Pasco, but all Floridians.
Amanda is a proud graduate of Florida State University with a Bachelor of Science in Political Science. She enjoys kayaking, scuba diving, hiking, and serving her community through a variety of volunteer organizations.