Amanda Sletmoe
Paraplanner
"It is not enough to simply know rules and follow process. There should be a human element to any business.”
503.341.7814
amanda@skylinefinancialnw.com
While working in administrative roles at large organizations, I discovered my passion for creating seamless, client-centered experiences. I excelled at navigating complex systems and removing barriers that allowed people to access the services they needed, which sparked my interest in the world of financial planning.
As a Paraplanner at Skyline, my goal is to make the financial planning process as straightforward and stress-free as possible for our clients. Whether it's gathering important information, presenting it in a clear and understandable way, or assisting with the implementation of financial strategies, I am here to support at every stage. It is my pleasure to guide clients through the complexities of financial systems as they plan for life’s significant milestones.