Amanda Obert

Client Relationship Associate
amanda@srpretirement.com

Amanda is a dedicated Client Relationship Associate at SRP, bringing her passion for exceptional client service and strong interpersonal skills to her role. She joined the company in November 2022 and has quickly become an invaluable asset to the team. Amanda graduated from Carrol College, where she studied Business Administration with a focus on finances.

With her genuine care for clients and the SRP team, Amanda thrives in an environment where she can positively impact people’s lives. She takes pride in working for a team that shares her values and genuinely cares about the clients they serve. Amanda’s talent lies in her ability to connect with people effortlessly. She possesses excellent communication skills and is known for her warm and approachable demeanor.

Outside of work, Amanda and her husband Jess spend a lot of time at their property in Martinsdale, either boating, four-wheeling, or snowmobiling. Their Boston Terrier, Emmy, also goes along with them on all their outdoor adventures. Amanda and Jess also enjoy watching football, especially the Bobcat and Griz games! She’s a Cat fan, and he’s a Griz fan!

Get to Know Amanda

When you were a child, what did you want to be when you grew up?
A veterinarian or an astronaut

What is your coffee order?
Iced chai tea latte

What animal do you think most closely matches your personality?
A panda

Meet the Team

Gabe Lapito

Owner/Financial Advisor

Ryan Gomendi

Owner/Financial Advisor

Kaelen Shay

Financial Advisor/CPA

Michael Costa

Chief Investment Officer

Hope Lich

Client Relationship Associate

Amanda Obert

Client Relationship Associate

Amy Mitchell

Director of First Impressions