Amanda Lopez
Client Relationship Associate, Retirement Plans
Amanda Lopez is a seasoned Client Relationship Associate at TWG’s Retirement Plan Division, where she supports the Head of the Division and Retirement Plan Advisor, Callie Just. With over 25 years of experience in the financial sector, Amanda is committed to the team’s goal of empowering individuals and businesses through effective retirement planning.
Amanda’s extensive expertise in retirement planning and long-term financial management allows her to support Callie, the Retirement Plan Advisor, to collaborate closely with clients to understand their unique objectives. As well as supporting the advisor team in designing clear, actionable pathways tailored to achieve these goals. Known for her calm and educational demeanor, she excels at simplifying complex financial decisions, enabling clients to make informed choices at every stage of their lives.
Amanda began her career in banking services at Bank of America before transitioning to investments with Merrill Lynch. This diverse experience equips her to guide clients through the intricacies of retirement readiness and comprehensive financial strategies.
Residing in Lyons, Illinois, Amanda enjoys spending quality time with family and friends at the Brookfield Zoo. She and her wife cherish weekends filled with movies and catching up on their favorite television shows.