Amanda Kelson

Registered Client Service Associate

As registered client service associate, Amanda is responsible for our client reporting and business operations and generally making sure our clients have all the support they need.

She earned her Series 7 license in 2007. In 2010, Amanda was awarded Branch Associate of the Quarter in recognition of outstanding service. Also in 2010, she earned the ACE Award, which recognizes a few select associates each year for their commitment to excellence.

Before joining Church & Box Planning Group in 2005, Amanda served as a member service supervisor at Jeanne D'Arc Credit Union in Lowell, Massachusetts. She graduated from the University of Massachusetts at Lowell with a double major in marketing and business management.