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Amanda Macfarland

Amanda Macfarland

Registered Sales Assistant

Amanda obtained her first role in the financial services industry as an intern for a local independent RIA firm in Tampa Florida in 2011. That start would lead her into a permanent role with the company and would be the steppingstone to launch her career.
Her responsibilities quickly accelerated and was instrumental to the success and expansion of the local firm into several other offices around the country. She was responsible for supporting five partners of the firm, daily account and client services, and later would become the branch office manager for the Tampa location. During that time, she also successfully passed her Series 7 General Securities License, as well as her Series 63, and life, health, and variable annuity insurance licenses.
In 2014 she was an instrumental part of establishing KASE Wealth Advisors and is continuing her role as office manager and Executive Assistant to the Managing Directors and Advisors. Amanda continues to be the key person for client support and service in addition to overseeing the day to day activity, accounting, and general operations of the firm.
Her daily interface with clients of the firm to make sure all their individual needs are met through administrative functions, organizing reports, tracking asset transfers, and the preparation of all client facing documents and presentations.
Amanda resides in Brandon, Florida with her husband Randy, and three sons. Her passion for the community, fitness, and animals are characteristics that make her a great addition to KASE Wealth Advisors.