Amanda Monschein

Amanda is a financial professional based in Montgomery County, MD, where she lives with her husband and two children. A graduate of Wake Forest University, Amanda began her career in a small business, working in television production in Washington, DC. She managed operations, client service, event planning, and production before advancing to oversee the accounting department and financial operations, including production budgets. Amanda transitioned to the corporate sector as a senior financial analyst for a publicly traded medical technology company, where she gained valuable experience in financial strategy and analysis.

Amanda realized her true passion was working directly with small business owners and individuals to make a meaningful impact on their financial well-being. This led to her next career move, working as a financial manager for seniors, adults with disabilities, and busy professionals with small businesses.

In 2021, Amanda joined Stratus, where she now helps business owners and their families navigate their financial futures. Her approach is rooted in building lasting, meaningful relationships and offering customized solutions that help clients thrive financially and personally within their families and communities.

Her diverse experience in small business operations, accounting, direct client service and corporate finance provides her with a unique perspective in helping clients navigate complex financial decisions. She is deeply committed to meeting clients where they are and helping them achieve their long-term goals.