“I get excited when I can help clients break down big goals into an actionable plan. Seeing goals come to life is so fun. I really value long-term, intentional relationships.”

Words that describe Amanda:

• Compassionate
• Trusted Advisor
• Approachable
• Effective
• Adventurous

About Amanda:

A graduate of The University of Minnesota, Amanda Charles brings a wealth of knowledge and passion to the Moxie team. 

Amanda graduated college during the height of the pandemic, and like many others, she was looking for stability in her for job. She had a deep bench of experience with U.S. Bank and continued working them post-graduation, focusing on employee training while finding new and unconventional ways to educate employees about technology. She joined the Moxie team in early 2023, and has quickly shown our clients and staff her value through a compassionate, yet analytical approach to wealth management.

Today, Amanda brings an educational approach to client relationships. She wants clients to feel comfortable and confident in their financial decisions, and to do that, she believes they need a level of understanding that comes with a bit of education on her part. She really values long-term, intentional relationships – which is what actually led her to this field.

Beyond her role at Moxie, Amanda has a passion for the Habitat for Humanity Organization and can be found volunteering on a regular basis. She also enjoys working with financial literacy programs for kids, like Junior Achievement and The Boys & Girls Club.

A true adventurer, you will find Amanda in the great outdoors outside of work. She generally does a backpacking hiking trip each summer, and during the winter she loves cross country skiing. She is passionate about traveling and during her study abroad program had the opportunity to visit 16 countries in Europe.

Amanda is a registered representative and investment advisor representative of Cetera Advisor Networks LLC. 5477801/DOFU 3-2023